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Equity Research Associate Healthcare Services, Managed Care

New York City, New York, United States
November 17, 2018


My client is looking for an Equity Research Associate – Healthcare Services, Managed Care located in New York City, NY. This is full time position.

This individual will work closely with the Senior Equity Research Analyst to assist in preparing and executing analyses of functional areas and companies within the Healthcare Services industry, specifically Managed Care.

Primary Duties and Responsibilities:

• Collect, evaluate and apply statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within Healthcare Services.

• Maintain company databases using spreadsheet and database software.

• Prepare reports, opinions, recommendations, and statistical data, financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.

• Prepare studies and other data for firm publication issued to the general public.

• Prepare and disseminate special studies, models, forecasts, and/or presentations to furnish information for investment decisions.

• Answer inquiries from firm personnel regarding individual securities or industry.

Experience/Qualifications Required:

• Experience in Equity Research, Inv. Banking, Asset Management or Consulting strongly preferred

• Qualified candidates will possess a BS or BA in health care or business (with a focus in economics or finance).

• CFA and/or MBA strongly preferred

• Strong financial modeling skills

• Must possess the ability to synthesize data and articulate findings through excellent written and oral presentation skills

• Excellent written and oral communication skills

• Highest attention to detail

• Wall Street licenses (Series 7/63/86/87) a plus

Please complete the following skills-matrix and send back with your updated resume.

Full Name:

Do you have CFA OR MBA?

What is your GPA?

Total Experience as an Equity Research Associate:

Total experience in Healthcare Services, Managed Care:

Total experience in Investment Banking:

Total experience in Asset Management:

Total experience in financial modeling:

Do you have Wall Street licenses?

Current Salary:

Expected Salary:

Day Phone #:

Evening Phone #:

Cell Phone #:


Current City/State:

Work Status (US Citizen / Green Card):