Equity Analyst – Mid Cap Growth Generalist/Health Care Analyst

Victory Capital; Boston (MA); On-site; USD 136,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision plan

Flexible PTO

Family medical leave

Disability leaves

Tuition reimbursement

401k match

Job summary

Pioneer Investments is seeking a Credit Research Analyst to join our Corporate Credit Research team in Boston. The role focuses on bottom-up fundamental research within the US Mid Cap Growth universe, with emphasis on the healthcare sector, to support buy/sell decisions for portfolio managers.

The candidate should have 5–10 years of equity research experience, strong analytical skills, and the ability to generate and present investment ideas to PMs and colleagues.

Qualifications

• Bachelor's degree plus MBA and/or CFA strongly preferred.
• 5 to 10 years of equity research experience.
• Knowledge of health care sector.
• Strong fundamental analytical skills.
• Advanced financial modeling and valuation skills.
• Excellent communication skills, both written and verbal.
• Team player mentality.

Responsibilities

• Maintain bottom-up research coverage on the US Mid Cap Growth universe with emphasis on health care.
• Contribute as a member of the Mid Cap Growth portfolio team.
• Independently conduct equity research and develop investment ideas.
• Collaborate with mid cap growth PMs and central research health care analyst team.
• Present new investment ideas for mid cap growth funds.

Skills

Equity research

Healthcare sector knowledge

Financial modeling

Valuation skills

Communication skills

Team player

MBA/CFA preferred

5-10 years experience

Education

Bachelor's degree + MBA/CFA

Job description

Boston, MAPioneer Investments is a diversified asset management firm and a key franchise of Victory Capital Management (VCTR). Founded in 1928, Pioneer currently manages over $125 billion in assets across a wide range of strategies. We are seeking a Credit Research Analyst to join our Corporate Credit Research team.

Boston, MAPioneer Investments is a diversified asset management firm and a key franchise of Victory Capital Management (VCTR). Founded in 1928, Pioneer currently manages over $125 billion in assets across a wide range of strategies. We are seeking a Credit Research Analyst to join our Corporate Credit Research team.

About Victory Capital

Victory Capital is a diversified global asset management firm and employs a next-generation business strategy that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 12 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan and brokerage services.

Victory Capital is headquartered in San Antonio, Texas, with offices and investment professionals in the U.S. and around the world. To learn more please visit www.vcm.com or follow Victory Capital on Facebook, Twitter, and LinkedIn.

General Summary And Purpose

The Analyst will perform bottom-up fundamental research within the US Mid Cap Growth universe with a focus on the healthcare sector for the purpose of making buy and sell recommendations to portfolio managers of the US Mid Cap Growth funds. This position reports to the MD, Director of Mid Cap Equities.

You Will

• Maintain bottom-up research coverage on the mid cap growth universe with particular emphasis on health care.
• Member of the Mid Cap Growth portfolio team.
• Independently and thoughtfully conduct equity research.
• Work collaboratively with our mid cap growth PMs and central research health care analyst team.
• Generate, develop, and present new investment ideas for the mid cap growth funds.
• Communicate ideas to other funds internally where applicable.
• Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates.
• Frequent and informal communication with portfolio managers on single stock ideas, themes, and relevant investment ideas.
• Initiate and maintain contacts with company management.

You Have

• Bachelor's degree plus MBA and/or CFA, strongly preferred.
• 5 to 10 years of equity research experience.
• Knowledge of health care sector.
• Strong fundamental analytical skills.
• Seasoned and proven judgment and thought process in the field of research.
• Consistent and strong investment performance.
• Advanced financial modeling and valuation skills.
• Excellent communication skills, both written and verbal.
• Team player mentality.

Our Benefits

Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match.

Target Compensation

The target base salary range for this position is $136,000 - $160,000.

Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience, certain degrees, and certifications. Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance.

Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package.

We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.