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:
Proven experience in buy-side equity research
Deep expertise in the healthcare sector, with a strong understanding of industry dynamics and key drivers
Advanced financial modelling and valuation skills
Excellent academic credentials
CFA qualification preferably
Genuine passion for investing and a commitment to delivering high-quality research
Self-motivated, intellectually curious and comfortable taking initiative
Enjoy working in an open, collaborative team environment
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