Equity Research Analyst - Healthcare IT

Truist•New York, NY

1d•Onsite

About The Position

We are seeking a highly motivated and diligent individual to join our highly regarded Healthcare Services research franchise, with primary coverage of Healthcare Technology & Distribution, and Contract Research Organizations (CROs). Candidates should have intellectual curiosity, be interested in capital markets, be detail-oriented, and have a demonstrated willingness to work hard. They should also have a foundational understanding of accounting and/or finance. We value strong fundamentals and a desire to deepen technical skills over time. This role is well suited for a driven self-starter looking to build a strong foundation in equity research within a collaborative, high standards, performance-oriented environment.

Requirements

BA/BS degree
Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
1 year of related work experience since earning BA/BS degree.
Strong financial modeling skills.
Proven analytical ability and attention to detail.
Proven ability to work well in a fast-paced, team-oriented environment
Strong written and oral communication skills
Intellectual curiosity
Interest in capital markets
Detail-oriented
Demonstrated willingness to work hard
Foundational understanding of accounting and/or finance
Strong fundamentals and a desire to deepen technical skills over time
Strong work ethic and a high ownership mindset
Willingness to learn and comfort with steep learning curves
Basic knowledge of accounting and financial concepts (financial statements and valuation fundamentals)
Attention to detail and analytical rigor
Ability to think critically, ask thoughtful questions, and continuously improve

Nice To Haves

2 years of related work experience since earning BA/BS degree.

Responsibilities

Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
Conduct independent industry assessments and company-specific research reports.
Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc.)
Works closely with senior analyst and team in the research production process as well as with the supervisory analysts in the publication process.
Conducts research at several levels: macro, industry and individual companies
Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
Conducts financial and valuation analyses.
Formulates investment ideas.
Writes draft research commentary.
Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
Depending on experience Analyst Program Participant and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.