Equity Research Analyst – Health Care

Equity Research Analyst, Health Care | Associated Bank The Tone:

This is a full‑time role at Associated Bank, located primarily in Green Bay, WI or Minneapolis, MN, with consideration for Milwaukee or Chicago based candidates. Associated Bank is a financial institution serving over 120 communities across Wisconsin, Illinois, Minnesota, and Missouri, committed to an inclusive culture that values diverse perspectives and encourages colleague growth. This role is critical for delivering differentiated investment research and actionable recommendations that directly influence portfolio allocation decisions within the Health Care sector.

You will directly influence investment decisions while mentoring developing talent and shaping sector strategy.

• Role:
  Experienced
• Type:
  Full‑time
• Location:
  
  In‑person, Green Bay, WI or Minneapolis, MN (consideration for Milwaukee or Chicago)
• Pay: $126,840–$217,440 yearly
• Team:
  Works within the investment team, collaborating closely with portfolio managers and analysts, and mentoring associate analysts.
• Mission:
  To deliver differentiated investment research and actionable recommendations that support portfolio allocation decisions within the Health Care sector.

• Identify:
  Conduct in‑depth fundamental equity research across assigned sectors and securities to identify investment opportunities and risks.
• Model:
  Build and maintain detailed financial models, including forecasts for earnings, cash flow, and valuation metrics.
• Recommend:
  Generate actionable buy, hold, and sell recommendations supported by clear investment theses and market analysis.
• Monitor:
  Track earnings reports, industry developments, company news, and market trends to provide timely insights to portfolio managers.
• Lead & Mentor:
  Drive new investment idea generation, identify emerging opportunities, manage a sector model portfolio, and mentor associate analysts by reviewing research and guiding development.

• Background:
  Bachelor’s degree in Finance, Economics, or a related field; this is an experienced role focused on fundamental equity research.
• Experience:
  
  7+ years of fundamental equity research experience within the investment management industry.
• Skills:
  
  Strong financial modeling, valuation, and analytical skills; excellent written and verbal communication; ability to synthesize complex information into concise investment recommendations.
• Bonus:
  Master’s degree in Finance, Economics, or a related field; experience covering the healthcare sector; CFA designation or progress toward CFA certification; leadership or mentoring experience within an investment research environment.