Health Insurance Management
Resume:
Timothy Pai *** Marin Blvd. #***
*******@*****.*** Jersey City, NJ 07302
RELEVANT EXPERIENCE
FBR Capital Markets New York, NY
Senior Equity Research Associate – Healthcare Services (June 2010 - current)
• Conducted extensive research and provided analytical support for companies in the pharmacy benefit
and disease management (CHSI, ESRX, HWAY, MHS, SXCI), healthcare information technology
(ATHN, CERN, MDRX, OMCL, QSII), and post acute care subsectors (AMED, GTIV, LHCG, KND).
• Developed comprehensive healthcare industry knowledge by attending industry conferences, meeting
with executive management, and analyzing latest industry trends such as the Affordable Care Act,
HITECH Act, and ACOs.
• Produced solid written and financial analysis including company reports, industry publications, financial
models and comprehensive industry valuation models in a high pressured and time sensitive atmosphere.
• Effectively communicated healthcare research and investment recommendations to internal sales force
and to institutional investors.
Standard & Poor’s New York, NY
Ratings Analyst – Health Insurance (August 2006 - June 2010)
• Provided comprehensive analytical support in ratings process for large public health insurers (UNH,
WLP, AET, CIG) and specialty, niche players (AGP, CNC, WCG) which included complex financial
modeling and timely written analysis.
• Acted as lead analyst for several Blue Cross Blue Shield health plans which involved meeting with
executive management teams, quarterly financial surveillance, and an understanding of the product
portfolio and marketplace to come up with an accurate rating recommendation.
• Conducted primary analysis for annual managed care portfolio review that examined industry trends and
provided valuable comparative analysis for all rated companies in health insurance sector.
Jefferies & Company New York, NY
Research Associate – Biotechnology (October 2005 – March 2006)
• Supported senior analyst in research coverage of the Biotechnology industry including the following
companies: CBST, DOVP, GILD, INCY, ITMN, MEDI, NRMX, NBIX, POZN.
• Wrote in a time sensitive environment, including industry and company reports and updates, and
periodic publications.
• Designed, built and maintained comprehensive financial, valuation and market models.
• Gathered and analyzed prescription and industry data using IMS Health and other industry publications.
EDUCATION
The Wharton School, University of Pennsylvania, Philadelphia, PA
Bachelor of Science in Economics, May 2004
Concentration in Healthcare Management
RELEVANT COURSEWORK
Economics Management Public Policy
Financial Management of Health Institutions Corporate Finance Statistics
Economics and Financing of Healthcare Financial Accounting Healthcare Systems
ACTIVITIES/ INTERESTS
Standard & Poor’s Softball Team: New York City Champions (2008, 2009)
Remnant Westside Church: Overseer of 100+ person NYU campus fellowship (2007-2009)
Full Measure: UPenn’s Christian A Cappella group: Musical Director (2000-2002)
LANGUAGES AND SKILLS
Proficient in Excel, Access, Word, PowerPoint, Bloomberg and FactSet
NASD Series 7, 63, 86, 87 licensed
Contact this candidate