Equity Research Analyst – Health Care Sector

Job Description

Equity Research Analyst, Health Care | CHEManager International

The Tone:
This is a full-time role at Associated Bank, primarily located in Green Bay, WI or Minneapolis, MN, with consideration for Milwaukee or Chicago. Associated Bank is a financial institution serving communities across Wisconsin, Illinois, Minnesota, and Missouri. This role is critical for delivering expert investment research and actionable recommendations for the Health Care sector, directly influencing portfolio allocation decisions and contributing to overall investment strategy. The analyst will shape sector focus, mentor junior talent, and engage with experienced professionals in a collaborative environment.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Green Bay, WI
• Pay: $126840–$217440 yearly
• Team: Collaborates with portfolio managers and analysts across the investment team, mentoring associate analysts.
• Mission: Delivers differentiated investment research and actionable recommendations to support portfolio allocation decisions within the Health Care sector.

What You’ll Actually Do
• Research: Conduct in-depth fundamental equity research across assigned sectors and securities to identify investment opportunities and risks.
• Modeling: Build and maintain detailed financial models, including forecasts for earnings, cash flow, and valuation metrics.
• Recommendations: Generate actionable buy, hold, and sell recommendations supported by clear investment theses and market analysis.
• Monitoring: Monitor earnings reports, industry developments, company news, and market trends to provide timely insights to portfolio managers.
• Mentorship: Mentor and support associate analysts by reviewing research, providing feedback, and guiding professional development.

The Must-Haves
• Background: Bachelor’s degree in Finance, Economics, or a related field, with a focus on fundamental equity research within the investment management industry.
• Experience: 7+ years of fundamental equity research experience within the investment management industry.
• Skills: Strong financial modeling, valuation, and analytical skills; excellent written and verbal communication skills; ability to synthesize complex information into concise investment recommendations.
• Bonus: Master’s degree in Finance, Economics, or a related field; experience covering the healthcare sector; CFA designation or progress toward CFA certification; leadership or mentoring experience within an investment research environment.