Investment Analyst | Research

E Fundresearch; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

This innovative firm seeks a Research Analyst to join their Global Research team, focusing on the healthcare services sector. The role involves conducting due diligence, generating investment ideas, and collaborating with industry experts in a dynamic environment. With opportunities for advancement into portfolio management, this position is perfect for those passionate about investing and eager to contribute to impactful investment strategies. If you thrive in a collegial atmosphere and possess strong analytical skills, this role offers a rewarding career path with competitive compensation and a comprehensive benefits package.

Benefits

Paid Time Off

Medical/Dental/Vision Insurance

401(k)

Life Insurance

Discretionary Bonus

Qualifications

• 5+ years of experience in investment banking or research in healthcare services.
• Strong analytical and presentation skills with excellent communication.

Responsibilities

• Conduct due diligence on potential investments in healthcare services.
• Generate ideas and monitor current positions in a fast-paced environment.

Skills

Investment Banking Experience

Sell-side Research Experience

Buy-side Research Experience

Analytical Skills

Presentation Skills

Communication Skills

Project Management

Attention to Detail

Team Collaboration

Education

Strong Academic Credentials

Tools

Microsoft Office

Excel

Job description

Headquartered in New York with international offices in Hong Kong and Tokyo, our Global Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and equity products. Through Global Research Strategies, the Global Equity Research group also manages assets in-house to propel thematic portfolios addressing cutting-edge investable concepts like 5G and Autonomous Vehicles.

To accomplish our shared goals, our team employs deep, fundamental research on hundreds of companies; leverages analysts’ strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and liaises with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations.

The Research Analyst will be a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments, and monitoring current positions across the healthcare services space. The position presents an opportunity to work across the healthcare services industry, in a collegial and fast-paced environment. The Research Analyst will have regular communication with management teams, industry experts, sell-side analysts and portfolio management teams; primary research via channel checks, field research, surveys, or other methods; and ESG and Data Science integration supported by those respective teams.

Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue, and professional and personal respect through robust opportunities for internal advancement. High-performing Research Analysts can progress to portfolio management within Research or on one of the portfolio management teams, depending on interest and suitability.

Minimum Requirements:

• Strong academic credentials
• Minimum of 5 years of investment banking, sell-side or buy-side research experience in healthcare services preferred
• Passion for investing and the markets
• Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through
• Proficient to advanced skills with Microsoft Office, especially Excel
• Strong analytical and presentation skills. Excellent verbal and written communication skills
• Capable of working independently and as part of a team
• Hard-working, motivated, enthusiastic, and personable with strong communication skills
• Must be able to provide strong personal and professional references
• Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets
• Enjoys collaborative projects and being part of a team

The salary range for this role is $150,000-$250,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.