Equity Analyst

3 days left

Boston, Massachusetts (US)
Based upon experience
16 Apr 2021
16 May 2021
Industry Sector
Asset Management
CFA Charterholder
Employment Type
Full Time


The Equity Research Analyst will function as a sector specialist, conducting research within the Healthcare Sector.


  • Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
    • Analyze industry dynamics and sources of competitive advantage
    • Perform in-depth financial statement analysis
    • Determine and follow key industry and company drivers
    • Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
    • Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
  • Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
  • Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
  • Work collaboratively with equity team to complete work outside of core coverage area and product
  • Communicate investment philosophy and process to prospective clients and consultants


  • MBA/CFA charter required
  • 7+ years of experience on the buy side performing equity analysis; US Small and Mid Cap research experience preferred; experience with the Healthcare Sector.  Experience and preference for working within a deliberate, low turnover investment process
  • Experience and a desire to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication
  • Natural predisposition to conducting themselves at the highest level of integrity, always putting the clients’ interest first
  • Strong analytical and organizational skills
  • Excellent written and oral communication skills
  • Must be a self-starter and able to work independently
  • Excellent computer skills using Excel, Factset and Bloomberg

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