Senior Equity Research Analyst – Healthcare

Key Responsibilities :

• Make investment recommendations and manage a sector Recommended List of 18 to 20 equities for advisor and client use.

• Write insightful and timely company-specific and thematic daily commentaries and reports that showcase sector expertise, providing opinions and action-oriented ideas for advisors and clients.

• Respond to advisor and/or client questions and requests regarding industry and/or company trends and events.

• Work and collaborate with other Ameriprise research analysts; provide peer review of team research notes and reports as requested.

• Participate as a member of the team responsible for managing domestic equity models, acting as the senior Health Care sector manager.

• May include presentations at company-sponsored client events with detailed knowledge of a particular industry and/or individual companies.

• Maintain detailed records for analyzing company and industry data, including charts, graphs, trend analysis, etc. Preserve due diligence files as appropriate and required.

• Perform special projects as required.

Required Qualifications :

• Bachelor’s degree in Finance, Economics, Accounting or Investments-related field or equivalent experience

• 7+ years combined experience;

  3+ years of relevant experience covering the healthcare sector,

  4+ years of relevant investment industry experience.

• Advanced financial training including at least five years practical experience valuing companies or projects using various methods, including discounted cash flow

• Excellent written and verbal communication skills

• Ability to effectively convey investment recommendations to all levels of advisors and clients through written reports and commentaries

• Aptitude for identifying and analyzing valuable economic trends impacting the Health Care sector; maintain an extensive knowledge base and understanding of the sector

• Ability to establish then maintain strong, positive business relationships across teams

• Attentive to details with demonstrated respect for accuracy and commitment to a high level of personal accountability

• Active Series 7 or the ability to obtain within 120 days of hire date

• Active State securities agent registration (S63 or S66) or the ability to obtain within 120 days of the hire date

• Active Series 16 or the ability to obtain within 120 days of hire date

• Active Series 86/87 registrations or the ability to obtain within 120 days of hire date

Preferred Qualifications :

• Masters/advanced degree

• Active Series 16

• Three-plus years of experience working in the Health Care sector

• Demonstrated ability to think creatively and thoughtfully challenge convention

• Experience successfully developing proprietary investment projects and products

• CFA charter holder, CFA candidate or other professional financial designation(s) – or desire to pursue the same

• Buy-side or Sell-side equity investment experience