Equity Analyst/Portfolio Manager - Global Healthcare/Generalist

Job Description

We are working with an expanding asset management house with a great reputation, headquartered in London, to hire a Portfolio Manager/Senior Equity Analyst to cover long only global stocks.

Our client has a long-term investment horizon with a detailed bottom up, fundamental research to research, with a focus on quality companies.

The postholder will effectively wear two hats, firstly focusing on analyst coverage on publicly listed global healthcare stocks, predominantly within medical technology and life sciences. The second part of their remit will be to contribute to managing portfolios as part of the senior management team, taking responsibility for portfolio construction and risk management. Please note, at PM level this is not a named PM role.

As well as the healthcare coverage, there will also be the scope to work through the screens the team use and come up with suggestions for companies across other sectors that fit in with the investment philosophy, while also looking at names already in the portfolio that could be a risk.

We would ask that applicants possess:

5-10+ years' experience in equity research and portfolio management
Experience of covering healthcare as part of a wider remit or as a specialist
Strong experience in bottom up, fundamental equity research
A predominantly long-only background
Ideally have experience of portfolio construction and risk management
Client facing experience
A team-based approach to work

This is a highly collaborative team so someone who is confident in their ability but also demonstrates humility and enjoys constructive discussion would be an excellent fit.

Please note that applicants should already be based in the UK for this role.