Equity Research Associate – Medical Supplies & Devices
About The Position
We are seeking two Equity Research Associates to join our Medical Supplies & Devices team. The associates will work closely with the senior analyst to develop and market all equity research products. Both roles require strong analytical / critical thinking skills, a passion for the stock market, keen attention to detail, and a strong work ethic. The work environment involves collaboration, co-ordination and a shared knowledge base with the analyst and rest of the team but equally values independence, initiative, idea generation and a sense of ownership for the work. Ideally, our team will consist of two associates as follows: A Senior Associate who has 1-2 years of equity research experience, prior industry knowledge, and the requisite research licenses (SIE, Series 7, 63, 86, 87); and an Associate who has strong technical skills and is eager to join an equity research team (licenses or prior experience for the second associate is a plus, but not required).
Requirements
- A combination of exceptional writing skills, technical knowledge and skills in equity research, finance or accounting demonstrated through relevant work and educational experience is required.
- Candidates must have a clear and proven track record of achievement throughout their education and career.
- Exceptional written and verbal communication skills
- A keen interest in and demonstrated understanding of Equity Research
- A positive attitude, intellectual curiosity, the ability to learn quickly and strong attention to detail
- Superior work ethic, self-motivation and the ability to work independently
- Ability to systematically manage a heavy work load and meet stringent deadlines
- Flexibility to work irregular or extended hours
- Solid technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg
- Clinical & regulatory literacy (understanding of the FDA approval landscape, ability to interpret clinical trial data)
- Familiarity with the “Payer” landscape, including CPT codes, DRGs, and the impact of CMS
- Experience leveraging secondary data sources (e.g., IQVIA, Symphony, or hospital supply chain data)
- Demonstrated use of AI in the workplace
- Bachelor’s degree is required.
Nice To Haves
- Prior industry experience in the healthcare is a strong plus.
- A post-secondary degree in a related field of study is a plus.
- CFA is a plus
Responsibilities
- Building and maintaining detailed company models (IS/BS/CF)
- Building and maintaining market and product specific models
- Analyzing financial statements and news related to industry coverage
- Writing equity research reports and over time, formulating investment theses
- Keeping current on healthcare trends and industry dynamics
- Participation in site visits and management meetings
- Maintaining and analyzing industry data
- Communicating investment recommendations to internal and external clients
Benefits
- BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
