Equity Research Associate

** Responsibilities:*
* + Develops expertise on the Healthcare industry and individual healthcare companies to assess the impact of data readouts and other impactful news.

+ Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections.

+ Assembles and analyzes data to help inform investment ideas/ views on market outlook.

+ Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation.

+ Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.

+ Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.

+ Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.

Skills:

+ Works with general supervision on analyzing data for use in reports to help guide decision making.

+ Uses clear and effective verbal communications skills when required on expressing ideas, requesting actions or explaining complex recommendations.

+ Communicates with internal and external clients in a clear, concise and compelling manner.

+ Creates relevant, lucid and effective investment reports.

+ Sufficient understanding of accounting and financial statement analysis.

+ Independently supports business processes with comprehensive understanding and effective use of standard office equipment and standard software packages, while also providing guidance and training to others.

+ Data analytics/coding skills preferred.

Licensing:

+ You will be expected to obtain the Series SIE, 86/87, and 63 licenses within one year from your start date.