Minneapolis, MN, 55405, USA
145 days ago
Equity Research Analyst - Health Care
The Equity Research Analyst-Health Care assists senior analysts in conducting studies of industry groups and specific securities, via modeling, framework creation and beginning to integrate qualitative work on strategy, competitive position, etc. for thesis development and verification. The incumbent studies market sectors and market trends and may use quantitative screening tools. This position is a mid-level analyst that continues to work under direction of management or senior analysts. The ideal candidate has 2 to 4 years of research experience, or it may be an entry-level position for MBAs with relevant work experience, which may include an internship with an investments or related firm. Research analysts develop and refine sector-specific research knowledge and skills, including running meetings with company management, contacting expert networks, and attending industry conferences. Thrivent’s Equity function includes equity research analysts who conduct fundamental analysis of individual companies, focusing on business factors such as: financial performance, competitive industry positioning, quality of company management, etc. Research analysts contribute to process improvement for the Equity function. + Job Duties and Responsibilities + D evelop and/or maintain financial models and industry/sector frameworks, as well as proactively pursue new and innovative quantitative analyses of the relevant companies and industries . + C onduct proprietary research efforts as assigned by senior research analysts and participate in analyst meetings, conferences, and other meetings as requ ested . + S upport relevant communications efforts of senior analyst(s) , interacting with other analysts and portfolio managers as requested . + P roactive ly contribut e to company- and industry-level intelligence, adding to the proprietary information flow of the team(s) in developing investment conclusions . + Identify sources and sustainability and follow and understand status and trend of competitive position of companies within assigned industries. + Understand drivers of growth within healthcare industries. Critically assess the strategies of company management and implications for equity performance. + Understand the impact of external forces on healthcare industries – regulation, global economic activity, supplier and customer leverage, labor, technological change, etc. + Recognize sector specific valuations approaches and opportunity via mis-valuation. Be able to clearly communicate conclusions to senior analysts and portfolio managers. Required Job Qualifications + BA/BS plus either a master ’ s degree in rel evant area of study or progress toward CFA accreditation . Prefer both a master ’ s degree and progress toward CFA. + 2 - 4 years of research investment experience , with at least one year of experience specifically focused on healthcare . + Strong fundamental research skills and a passion for stock picking. + Excellent verbal and written communications skills + Strong technical skills, including expert use of Microsoft Office software, Excel, Bloomberg and/or FactSet Other Critical Factors + The successful candidate will be a team player, possessing the desire and ability to actively collaborate with peers in an environment of mutual respect . S/he will have the ability to leverage technology inside and outside the office to improve productivity and communication Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $133,386.00 - $180,464.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex , gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state , or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation , please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.
Confirm your E-mail: Send Email