Investment Analyst - HealthCare

Dagen; Dallas (TX); On-site; USD 80,000 - 130,000; Full time

Job summary

Dagen seeks a Buy-Side Investment Analyst (HealthCare) to research investment ideas using a fundamental bottoms-up approach within a market-neutral context.

The role involves building valuation models in Excel, presenting ideas to Portfolio Managers, and actively tracking earnings calls and industry events; some travel may be required as part of industry engagement.

Qualifications

• 2 years of prior investment banking, private equity, or long-only experience.
• Pharma or biotech experience a plus, with a preference in Pharma.
• 2+ years sell-side.
• Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering, and/or computer science.
• Passion for fundamental analysis and public markets investing.
• Advanced understanding of accounting/financial statements.
• Valuation experience and excellent Excel modeling skills.
• Excellent analytical and quantitative skills, with strong attention to detail.
• Strong written and oral communication skills.

Responsibilities

• Conduct differentiated, bottoms-up fundamental and event-driven analysis of companies, business models, relevant industry metrics, and industries, becoming a go-to expert on a sub-sector of companies.
• Perform detailed valuation and construct in-depth company financial models in Excel.
• Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager.
• Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage.
• Attend industry conferences and management meetings (includes travel).
• Identify and analyze relevant industry metrics.
• Evaluate new coverage opportunities.

Skills

Fundamental analysis

Excel modeling

Analytical skills

Communication skills

Attention to detail

Sell-side experience

Education

Bachelor’s degree or equivalent

Job description

Buy-Side Investment Analyst (HealthCare)

Investment Analysts work closely with their Portfolio Managers to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market-neutral context.

Key Responsibilities

• Conduct differentiated, bottoms-up fundamental and event-driven analysis of companies, business models, relevant industry metrics, and industries, becoming a go-to expert on a sub-sector of companies
• Perform detailed valuation and construct in-depth company financial models in Excel
• Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager
• Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage
• Attend industry conferences and management meetings (includes travel)
• Identify and analyze relevant industry metrics
• Evaluate new coverage opportunities

Skillset Requirements

• 2 years of prior investment banking, private equity, or long-only experience
• Pharma or biotech experience a plus, with a preference in Pharma
• 2+ years sell-side
• Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering, and/or computer science
• Passion for fundamental analysis and public markets investing
• Advanced understanding of accounting/financial statements
• Valuation experience and excellent Excel modeling skills
• Excellent analytical and quantitative skills, with strong attention to detail
• Strong written and oral communication skills