Managing Director, Medical Device Equity Analyst

TIAA•San Francisco, NY

3d•$180,000 - $252,000

About The Position

The Analyst, Equity Research job researches and analyzes complex market-related equity information from internal and external sources. This job advises the firm's portfolio managers in search of investment opportunities for the firm's various equity research growth portfolios, as well as covering existing portfolio holdings. As a subject matter expert in equity research, this job evaluates and interprets complex data for equity growth trends and advises management on new or potentially new product or service development.

Requirements

5+ years equity research and investing experience in the Medical Device sector required
Accountability
Asset/Investment Modeling
Asset Valuation
Capital Markets
Communication
Detail-Oriented
Equity Investments
Financial Modeling
Investment Research/Analysis
Market/Industry Dynamics
Portfolio Management
Sector Expertise

Nice To Haves

7+ years preferred

Responsibilities

Reviews research of securities of target industries and companies to provide investment recommendations.
Researches the necessary valuation, risk assessment and portfolio construction techniques required to drive the investment portfolio’s relative performance versus the benchmark.
Authors equity research reports and publications to be presented to management.
Monitors data on competitors and analyzes their investment strategies, prices, sales and method of operation to facilitate recommendations.
Identifies and forecasts future investment trends with complex statistical data on past sales.
Refines modeling and measuring techniques utilizing mathematics, statistical methods or other principles.
Oversees development, maintenance, and execution of portfolio models to assess potential investment opportunities.
Coaches, reviews and delegates work to lower level equity research professionals.