Equity Investment Analyst (Med-Tech)

Korn Ferry; Atlanta (GA); On-site; USD 148,000 - 240,000; Full time

Job summary

A leading company is seeking an Equity Investment Analyst specialized in healthcare and medical technology. The role involves performing fundamental analysis on a diverse portfolio of stocks, contributing to internal equity funds, and collaborating with a team of analysts. Candidates should have a strong investment track record and be self-motivated. This position requires on-site presence in Atlanta, GA.

Qualifications

• 5+ years as an equity analyst specialized in healthcare and medical technology.
• Strong investment track record based on fundamental analysis.

Responsibilities

• Report directly to Co-Directors of Research.
• Perform fundamental research on 120+ stocks.
• Prepare written stock pitches and board reports.

Skills

Analytical Thinking

Financial Analysis

Communication

Job description

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Korn Ferry has partnered with our client on their search for Equity Investment Analyst (Med-Tech).

Location: Atlanta, Georgia (On-site requirements, must be in Atlanta or open to relocation)

*Must have experience/ be specialized in healthcare and/or medical technology*

Qualifications:

• Experience as an equity analyst for at least 5 or more years, specialized in healthcare and medical technology
• An investment track record which is based on fundamental analysis.
• Passion for the financial markets, equity analysis and valuation.
• Self-motivated and operates well in an independent, yet collegial, environment.
• Independent analytical thinker with the ability to cover 120+ stocks.
• Experience in pure independent valuation and analysis – should not be dependent on meeting with management, sell-side research, or the approval of a Portfolio Manager.
• Clearly articulated analytical framework and a well-developed investment process.
• Experience presenting, defending and validating investment recommendations.
• Experience and a high comfort level in a performance-based environment.

Responsibilities:

• The Investment Analyst will report directly to the Co-Directors of Research.
• Contribute to the internal equity investment funds, both Domestic and International.
• Provide Medical Technology/ Healthcare sector/industry group coverage as a member of a ~20 analyst team.
• Perform fundamental research on 120+ domestic/foreign stocks across market caps.
• Independently assess a company from SEC filings and other source materials.
• Analyze company income statement, balance sheet, cash flow, company and industry competitive positioning, factor sensitivities and other qualitative attributes.
• Develop a strategy for the deployment of assets within specific GICS industry groups.
• Prepare written stock pitches prior to implementing an active recommendations.
• Succinctly summarize stock calls, including the “risks” and “reasons to own.”
• Be able to assess the long-term viability of a company and defend this opinion to portfolio managers and peers.
• Manage a mock portfolio that clearly tracks their individual performance relative to a customized benchmark.
• Be in office a minimum three days each week to cross-collaborate and build relationships with colleagues across the department.
• On the administrative side, analysts are required to prepare two-page board reports and two paragraph stock summaries written in a professional business writing style.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Analyst

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