Equity Analyst, Healthcare - Therapeutics Specialist jobs in United States
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Principal Financial Group · 6 days ago

Equity Analyst, Healthcare - Therapeutics Specialist

Principal Financial Group is seeking an experienced Therapeutics Equity Analyst to join their Global Equity team within the Healthcare sector. The role involves generating investment recommendations through in-depth analysis of therapeutics companies, interacting with industry experts, and maintaining research coverage of existing investments.

Financial ServicesInsurance
badNo H1Bnote

Responsibilities

Generate alpha through investment recommendations based upon in-depth, detailed proprietary analysis of therapeutics companies globally leveraging: comprehensive clinical pipeline, trial data, commercial forecasting / competitive market positioning assessments, relevant medical and scientific publications / meeting updates, FDA regulatory developments and policy actions / announcements
Interact frequently with company management, industry experts, and other stakeholders to gather differentiated and convicted qualitative and quantitative insights
Partner closely with Healthcare sector team leads, senior therapeutics analysts, and portfolio managers to provide outperformance through stock selection while working within the framework of our research process and portfolio constraints
Build and maintain detailed financial and market-oriented models to forecast company performance, incorporating macroeconomic and industry-specific factors
Generate timely, actionable investment ideas and communicate insights through written reports, models, presentations, and investment committee discussions
Maintain research coverage of existing investments within the therapeutics for multiple portfolios

Qualification

Equity investment experienceTherapeutics industry knowledgeFinancial modelingAdvanced degrees in life sciencesBuy-side experienceAnalytical skillsEntrepreneurial mindsetPrivate transaction experienceFinancial applicationsCommunication skills

Required

5+ years equity investment experience with a minimum of three years dedicated to therapeutics
Strong background in the healthcare sector, specifically within therapeutics
Proven track record of generating consistent alpha contributions through actively covered investment recommendations
Ability to distill and communicate complex scientific data into actionable investment insights
Possess best-in-class analytical skills, including extensive therapeutics industry knowledge, fundamental company analysis, and financial modeling

Preferred

Scientific foundation in biology, oncology, or a related field strongly preferred
Advanced degrees (PhD, MD) in life sciences or healthcare-related fields; MBA or Master of Science in finance also a plus, but not required
2+ years buy-side experience
Entrepreneurial mindset; self-starter with a desire to build out individual franchise within a Healthcare dedicated team
Private transaction experience a benefit; preferred background is primarily in public equities
Exceptional written and verbal communication skills
Knowledge of various financial applications such as FactSet, Bloomberg, AlphaSense

Benefits

Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
This role will also be eligible for a discretionary bonus based on individual, fund, and firm-oriented performance.

Company

Principal Financial Group

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Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023.

Funding

Current Stage
Late Stage

Leadership Team

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Dan Houston
President and CEO
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Liliana (Lil) Waters, CPA, FLMI
CFO – US Distribution
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Company data provided by crunchbase