VP Sr. Equity Research Analyst - Healthcare

Calamos Investments

Full-time - Senior

Funds, Trusts, and Other Financial Vehicles

About the position

The VP, Sr. Research Analyst is a pivotal role within the Investment Team, specifically focused on the Healthcare Sector. This position entails a comprehensive approach to conducting in-depth research and managing investment strategies in a collaborative team environment. The primary responsibilities include preparing detailed research reports that encompass company overviews, industry and competitive analyses, valuations, and other pertinent information derived from both quantitative and fundamental factors. The role requires a proactive approach to monitoring fundamental and technical targets for current and prospective holdings, ensuring that the research team is kept informed of key issues that may impact investment decisions. In addition to research responsibilities, the VP, Sr. Research Analyst is expected to make informed buy/sell recommendations based on thorough analysis. The individual will organize and participate in strategy reviews with the research team, ensuring that performance and holdings are consistently monitored against investment objectives, benchmarks, and the firm's macro-economic outlook. This role also involves coordinating the implementation of investment decisions and may include managing a team within the overall research function, providing mentorship to junior analysts. The position requires regular interaction with internal portfolio specialists, clients, consultants, and prospects to review investment processes, portfolio construction, individual positions, and overall performance. This collaborative aspect of the role is crucial for aligning investment strategies with client expectations and market conditions.

Responsibilities

• Prepares research reports including company overview, industry and competitive analysis, valuation and other relevant information based on quantitative and fundamental factors.
• Monitors fundamental and technical targets for current and prospective holdings on a regular basis.
• Makes buy/sell recommendations as appropriate.
• Organizes and participates in strategy reviews with the Research team.
• Monitors performance and holdings relative to investment objectives, benchmarks and firm macro-economic outlook.
• Coordinates the implementation of investment decisions.
• May manage a team within the overall research function and mentor more junior analysts.
• Meets with internal portfolio specialists, clients, consultants, prospects to review investment processes, portfolio construction, individual positions, and performance.

Requirements

• Bachelor's degree required in Business, Finance, or other related area.
• CFA, MBA and/or MS in Finance are preferred.
• Minimum of 10-15 years of Equity Healthcare sector experience.
• Ability to work effectively both independently and in a team environment with limited supervision.
• Excellent analytical skills with the ability to compile and make decisions regarding data.
• Highly developed research skills.