Equity Research Analyst (Health Care)

Location
Boston, Massachusetts (US)
Salary
$200,000/annually
Posted
Jul 18, 2017
Closes
Aug 16, 2017
Ref
SF 19281
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

A.   PURPOSE/OBJECTIVE: 

The Analyst will perform bottom-up fundamental research within the Health Care sector, for the purpose of making buy and sell recommendations to Portfolio Managers across the US Equities platform. 

 

B.     MAJOR RESPONSIBILITIES:

  • Maintain bottoms-up research coverage on assigned industry coverage: Health Care, ideally within services and equipment space
  • Independently and thoughtfully conduct equity research
  • Generate, develop and present new investment ideas, as well as monitor current investments for all active US equity strategies along with the “best ideas” research portfolio
  • Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis
  • Apply economic value added (EVA) anlaysis and valuation to fundamental models
  • Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates
  • Frequent and informal communication with portfolio managers on industry and stocks in their portfolios Initiate and maintain contacts with company managements  

 

C.   REQUIREMENTS:  

Education and Experience 

5 - 10 years of equity research experience. Bachelor’s degree plus MBA and/or CFA, strongly preferred.

Skills/Knowledge

  • Exceptional knowledge of Health Care sector with knowledge of Health Care services and equipment
  • Strong fundamental analytical skills Seasoned and proven judgment and thought process in the field of research
  • Consistent and strong investment performance
  • Advanced financial modeling and valuation skills
  • Excellent communication skills, both written and verbal
  • Team player mentality