Senior Equity Analyst/Portfolio Associate Manager, Healthcare Equity Analyst
About The Position
An excellent opportunity has arisen to join the Core Equity team as a Portfolio Manager/Senior Equity Analyst covering Healthcare. The Core Equity team is an 8-person dedicated team in Philadelphia, managing US Small Cap Core, SMID Cap Core, and Large Cap ESG Strategies in mutual funds and separate account vehicles. In this role, you will work closely with the team's CIO to build a robust Healthcare portfolio designed to produce excellent risk-adjusted returns across multiple products. You will collaborate on investment recommendations and support decision-making and client service efforts. You will conduct fundamental analysis of equities including researching industries and interviewing company management teams in an effort to track overall economic and corporate trends. You will also build financial models to analyze company revenue, cash flows, and earnings and create value comparison and price targets.
Requirements
- Bachelor's Degree in Business, Finance, or related field with a minimum of 10 years' experience in relevant Healthcare research.
- Extensive experience in analyzing companies within the Healthcare sector.
- Exceptional skills in Microsoft Excel and proficiency in FactSet.
- Strong interpersonal, communication, and presentation skills with ability to work in a collaborative, team-oriented environment.
- High level of personal and professional integrity with a passion for markets and investing.
Nice To Haves
- CFA preferred
Responsibilities
- Work closely with the team's CIO to build a robust Healthcare portfolio designed to produce excellent risk-adjusted returns across multiple products.
- Collaborate on investment recommendations and support decision-making and client service efforts.
- Conduct fundamental analysis of equities including researching industries and interviewing company management teams in an effort to track overall economic and corporate trends.
- Build financial models to analyze company revenue, cash flows, and earnings and create value comparison and price targets.
Benefits
- 401(k) eligibility
- various paid time off benefits, such as vacation, sick time, and parental leave
- sign-on bonus
- restricted stock units
- discretionary awards
- eligibility for commissions for applicable sales roles
- full range of medical, financial, and/or other benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
