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Healthcare Investment Associate


Citadel

San Francisco, CA

Posted June 14

Job Description


Investment Associate to work closely with a Healthcare Portfolio Manager based in San Francisco. Role is to research investment ideas, utilizing a fundamental bottoms-up approach to stock selection in a market neutral context. Successful Investment Associates are given greater responsibility, with the ultimate goal of growing into an Investment Analyst Role.  
 
Key Responsibilities:
  • Conduct differentiated, bottoms-up fundamental analysis of companies, business models, relevant industry metrics and industries, becoming a go-to expert on a sub-sector of companies
  • Perform detailed valuation, and construct in-depth company financial models in Excel
  • Synthesize, communicate, and present long and short investment ideas to an Investment Analyst and/or Portfolio Manager
  • Actively participate in quarterly earnings calls and monitor material news events related to companies under coverage
  • Attend industry conferences and management meetings (includes travel)
  • Identify and analyze relevant industry metrics
  • Evaluate new coverage opportunities
 
Skillset Requirements:
  • Prior investment banking, private equity, long-only and/or sell-side research experience
  • Bachelor’s degree or equivalent experience, preferably in finance, economics, engineering and/or computer science
  • Passion for fundamental analysis and public markets investing
  • Advanced understanding of accounting/financial statements
  • Valuation experience and excellent Excel modeling skills
  • Excellent analytical and quantitative skills, with strong attention to detail
  • Strong written and oral communication skills 


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