Equity Investment Analyst (Med-Tech) jobs in United States
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Korn Ferry · 1 month ago

Equity Investment Analyst (Med-Tech)

Korn Ferry is assisting the State of Georgia, Division of Investment Services in their search for an Equity Investment Analyst (Med-Tech). The role involves contributing to internal equity investment funds, performing fundamental research on various stocks, and providing sector coverage in the Medical Technology and Healthcare industries.

Management Consulting
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H1B Sponsor Likelynote

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

Qualification

Equity analysisHealthcare specializationFundamental analysisCFA designationMBAAnalytical thinkingPerformance-based environmentPresentation skillsSelf-motivated

Required

A Bachelor's degree is required
Must have experience/ be specialized in healthcare and/or medical technology
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

Preferred

CFA designation
MBA

Benefits

A competitive compensation package will be offered which is to include a base salary, cash bonus, based on performance, and appropriate benefits

Company

Korn Ferry

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Korn Ferry is a global consulting firm that powers performance.

H1B Sponsorship

Korn Ferry has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (11)
2023 (5)
2022 (16)
2021 (12)
2020 (25)

Funding

Current Stage
Late Stage

Leadership Team

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Abigail Markley
Senior Consultant - CEO Impact Accelerator
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Alicen Blair
Principal - Executive Search / CEO & Board Services
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Company data provided by crunchbase