Overview
Employment Type: Full-Time
Work Setting: In-office (New York) / Remote (US)
Work Location: United States
Work Hours: Office hours
This role is for a healthcare analyst at an independent investment research organization focused on thematic investing. The position involves creating original research across a defined segment of healthcare—such as biopharma, medtech, diagnostics, tools and life sciences, or services and payers—and translating complex scientific and financial information into clear, investable conclusions.
The work is high-autonomy and suited to a rigorous, curious analyst comfortable forming and defending a differentiated view.
Responsibilities
- Conduct primary and secondary research on healthcare themes, companies, technologies, and supply chains
- Identify emerging healthcare themes early and translate them into investable ideas and baskets
- Build and maintain financial models, valuation work, market-sizing analyses, and industry databases
- Analyze clinical data, regulatory filings (FDA, EMA), earnings reports, patents, and pipeline disclosures to identify catalysts and risks
- Write long-form thematic reports and shorter data-driven notes for subscribers
- Source and speak with industry experts, operators, and clinicians to pressure-test research theses
- Monitor positioning, sentiment, and market narratives to identify where consensus may be mispriced
- Collaborate with other analysts where healthcare intersects with broader themes such as AI, technology, and macro
Requirements
- 2–5 years of experience in equity research, investing, consulting, biotech or pharma strategy, or a related analytical role
- Strong financial modeling and valuation skills
- Ability to read and interpret scientific literature, clinical trial data, and regulatory documents
- Excellent written communication, with the ability to explain complex topics concisely and persuasively
- Intellectual curiosity and a bias toward first-principles thinking
- Self-directed work style with a track record of producing high-quality work independently
Preferred Qualifications
- Advanced degree (MD, PhD, PharmD, MS, MBA) or CFA in a relevant field
- Domain depth in a specific healthcare vertical
- Experience with thematic, long/short, or event-driven investing
- Proficiency in Python, SQL, or other data analysis tools
- Existing published work, such as a blog, newsletter, or research reports
- Familiarity with healthcare reimbursement, pricing, and policy dynamics
Compensation & Benefits
Not specified in the provided job description.
Location
United States
Work Setting: In-office (New York) / Remote (US)