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:
1. Conduct bottom-up fundamental equity analysis to generate high-conviction investment recommendations
2. Develop detailed financial models to identify alpha-generating opportunities within the healthcare sector
3. Monitor and evaluate existing portfolios holdings, ensuring timely updates and recommendations
4. Communicate research findings and stock ideas to portfolio managers and the broader research team
5. Engage directly with company management through meetings and site visits
6. 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. Genuine passion for investing and a commitment to delivering high-quality research
6. Self-motivated, intellectually curious and comfortable taking initiative
7. Enjoy working in an open, collaborative team environment
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