Job Description
An exciting opportunity to join a global asset management firm as a global healthcare sector specialist in the global equities team. The successful candidate will work independently to develop and maintain a thorough understanding of the healthcare sector and generate actionable investment ideas for a range of portfolio managers.
Responsibilities:
* Conduct bottom-up fundamental equity analysis to generate high-conviction investment recommendations
* Develop detailed financial models to identify alpha-generating opportunities within the healthcare sector
* Monitor and evaluate existing portfolios holdings, ensuring timely updates and recommendations
* Communicate research findings and stock ideas to portfolio managers and the broader research team
* Engage directly with company management through meetings and site visits
* Contribute to the wider investment debate, sharing insights and perspectives on market trends and sector developments
Candidate profile:
1. Proven experience in buy-side equity research
2. Deep expertise in the healthcare sector, with a strong understanding of industry dynamics and key drivers
3. Advanced financial modelling and valuation skills
4. Excellent academic credentials
5. CFA qualification preferably
6. Genuine passion for investing and a commitment to de...