About The Position

We are seeking two Equity Research Associates to join our Medical Supplies & Devices team. The associates will work closely with the senior analyst to develop and market all equity research products. Both roles require strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work.

Requirements

  • A combination of exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required.
  • Candidates must have a clear and proven track record of achievement throughout their education and career.
  • Exceptional written and verbal communication skills
  • A keen interest in and demonstrated understanding of Equity Research
  • A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
  • Superior work ethic, self-motivation and the ability to work independently
  • Ability to systematically manage a heavy work load and meet stringent deadlines
  • Flexibility to work irregular or extended hours
  • Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
  • Clinical & regulatory literacy (understanding of the FDA approval landscape, ability to interpret clinical trial data)
  • Familiarity with the “Payer” landscape, including CPT codes, DRGs, and the impact of CMS
  • Experience leveraging secondary data sources (e.g., IQVIA, Symphony, or hospital supply chain data)
  • Demonstrated use of AI in the workplace

Nice To Haves

  • Prior industry experience in the healthcare is a strong plus.
  • 1-2 years of equity research experience, prior industry knowledge, and the requisite research licenses (SIE, Series 7, 63, 86, 87) for the Senior Associate role.
  • Strong technical skills and is eager to join an equity research team for the Associate role (licenses or prior experience for the second associate is a plus, but not required).
  • CFA is a plus
  • A post-secondary degree in a related field of study is a plus.

Responsibilities

  • Building and maintaining detailed company models (IS/BS/CF)
  • Building and maintaining market and product specific models
  • Analyzing financial statements and news related to industry coverage
  • Writing equity research reports and over time, formulating investment theses
  • Keeping current on healthcare trends and industry dynamics
  • Participation in site visits and management meetings
  • Maintaining and analyzing industry data
  • Communicating investment recommendations to internal and external clients

Benefits

  • health insurance
  • tuition reimbursement
  • accident and life insurance
  • retirement savings plans
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