Lead Buy‑Side Investment Research Across Healthcare Drive fundamental long/short idea generation across biotech, pharma, medical devices, HC services, and HCIT with explicit responsibility for investment theses, risk-reward frameworks, and portfolio impact.
Full Ownership of Financial Models for 20+ Portfolio Companies Maintain and enhance detailed buy‑side models (3‑statement, DCF, SOTP, pipeline rNPV) and perform rapid earnings updates immediately after quarterly results.
Healthcare-Specific Clinical & Regulatory Analysis Translate clinical trial data, FDA/EMA/NMPA decisions, reimbursement updates, and policy changes into explicit revenue, margin, and valuation implications for the fund's positions.
Primary Research & Expert Diligence Lead structured KOL calls, management meetings, and channel checks (physician surveys, hospital utilization, pricing trackers), extracting insights that directly shape p...