Healthcare Equity Research Analyst

ID
2022-16029
Job Locations
US-NY-New York

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

 

Incredible teams doing exceptional work, every day

First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals within First Republic Investment Management (FRIM), First Republic Securities Company (FRSC),  First Republic Trust Company (FRTC), and Foreign Exchange. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.

 

We are looking to hire an Equity Research Analyst with experience providing fundamental analysis primarily on publicly traded equities in the US Health Care sector with a focus on large capitalization companies. The role will also involve contributing to the team’s equity strategy research and related communications.

 

The Analyst will be expected to prepare written notes and thematic reports to analyze investment prospects from a fundamental research perspective and to make actionable recommendations to (1) the Equity Strategies Investment Committees of First Republic Investment Management and (2) the Wealth Managers of First Republic Investment Management. The Analyst will be expected to support his or her written recommendations with internal presentations and active participation in internal conference calls.

 

As we are a highly entrepreneurial and fast-growing firm, the Analyst will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s portfolio managers and its administrative leadership in the pursuit of securing new business and servicing our clients.

 

What you’ll do as a Vice President, Equity Research Analyst:

  • The Analyst will be expected to assume coverage of the firm’s existing equity holdings in the Health Care sector and to generate new investment ideas in the sector. Coverage opportunities may be expanded over time to provide exposure to other sectors.
  • On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe.
  • The Analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world, understand the firm’s strategic asset allocation guidelines and the positioning of investment managers on its investment platform, and assist with the preparation of written communications that are distributed to clients.
  • The Analyst will be expected to work as part of the firm’s Equity Research Team which reports directly to the Head of Equities.
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank

 

You could be a great fit if you have:

  • Highly effective written and verbal communication skills
  • 3-7 years of experience analyzing publicly-traded Health Care companies
  • Demonstrable understanding of the FDA approval process and of Medicare/Medicaid reimbursement rules
  • Undergraduate degree in business, MBA or CFA preferred
  • An ability to multi-task in a fast paced environment

 

Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.

 

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.

 

If you are curious to learn more about this opportunity, we'd love to hear from you.

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

 

For New York City-based roles: Effective December 27, 2021, all private sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

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