3 часа назад
Analyst, International Healthcare Products & Services (Healthcare)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Analyst, International Healthcare Products & Services (Healthcare): Conducting fundamental research and generating investment recommendations on international healthcare products and services stocks across developed and emerging markets with an accent on bottom-up analysis, valuation discrepancies, and ESG integration. Focus on identifying mispricing, developing differentiated investment views, communicating recommendations to global Portfolio Managers, and progressing toward portfolio management responsibilities.
Location: London, United Kingdom; hybrid schedule with 4 days in the office and 1 day working remotely per week
Company
is a private partnership providing investment management solutions and proprietary research for institutional clients in more than 60 countries.
What you will do
- Conduct fundamental research on international, non-US healthcare products and services companies across developed and selected emerging markets.
- Cover healthcare providers and services, healthcare technology, equipment and supplies, medical devices, biopharma services, and life sciences tools.
- Identify industry trends, risks, disruptions, mispricing, and valuation discrepancies.
- Develop and communicate differentiated, action-oriented investment recommendations to Portfolio Managers across the US, Europe, and Asia.
- Integrate ESG considerations into the investment philosophy and research process.
- Over time, take on portfolio management responsibilities for assigned industry subsectors.
Requirements
- 10–15 years of relevant experience, ideally on the buy side, with in-depth coverage of international healthcare products and services.
- Demonstrated record of successful stock-picking recommendations.
- Fundamental, research-oriented, bottom-up investment approach supported by a strong investment philosophy and process.
- Ability to make investment decisions under pressure and with incomplete or uncertain information.
- Strong academic credentials, differentiated thinking, continuous-learning mindset, and high personal and professional integrity.
- Ability to build relationships with colleagues and company management teams and communicate investment opinions with clarity and conviction.
Nice to have
- Long/short investing experience.
- Experience incorporating ESG considerations into investment decisions.
Culture & Benefits
- Collaborative investment culture that encourages independent thought, open dialogue, and respectful debate.
- Long-term career position within the Global Healthcare team and Global Investment Research.
- In-person interaction is emphasized as an important part of the working culture.
- Equal opportunity workplace with accommodations available for candidates with disabilities.
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