European Equity Research Analyst (f/m/d) - Healthcare in London

We are looking for a talented European Equities Analyst (f/m/d) for the Healthcare sector to provide research to several global equities teams based in Europe. This position will be based in London.

What You Will Do

• Act as industry expert, with the ability to clearly explain fundamental trends, the drivers of earnings and returns and the most appropriate means of valuation for the sector.
• Provide a formal regular screening of the sector, focusing on highlighting areas of change and/or interest, where best ideas are most likely to be generated.
• Discuss potential investments and present best ideas by writing timely buy/sell investment reports.
• Be able to compare and contrast healthcare stocks across the region providing additional value to the stock selection process in the global equities funds.
• Provide ongoing maintenance of stocks held in the portfolios by upgrading models and making recommendations, thus contributing to the overall performance.
• Participate in reviewing peer company reports by reading and commenting upon them.
• Participate in marketing and client service meetings as required.

What You Bring

• The ideal candidate is likely to be working in a similar role and will have 5 to 10 years of investment experience analysing European/Global equities, ideally gained in an international investment management firm.
• All cap investment experience preferred and ideally growth at a reasonable price with a proven track record of alpha generation.
• A passion for investing with high convictions (stock, sectors, countries) within a clear risk framework and with a sustainability mindset (ESG).
• Strong data, analytical and financial modelling skills.
• The ability to promote investment ideas proactively to portfolio managers.
• A detailed working knowledge of European companies in the Healthcare sector currently or in the recent past.
• Reasonable understanding of regional Healthcare stocks for global comparative purposes.
• Although the preference is for candidates with experience of the buy-side, sell-side experience may be considered where the candidate can demonstrate the ability to pick stocks successfully.
• Excellent academic qualifications including a university degree plus a professional qualification; preferably an MBA, Chartered Accountant and/or alternatively a CFA and ideally an ESG CFA module.
• Smart, quietly self-confident and decisive; with strong interpersonal and communication skills, both written and oral.
• Multi-regional perspective with an interest in global cultures and willingness to travel.
• Strong social values with an interest in environmental and ethical considerations.
• Self-starter, hard-working and well organized; lots of initiative, drive, energy, enthusiasm and proactiveness in the promotion of new ideas.
• Collegiate by nature; ability to work on multiple products across different teams - Growth, Thematic, Dividend/Value - as part of a close-knit team with a common goal.
• Good relationship management skills and the ability to engage with clients.
• Fluency in English both verbal and written is mandatory, an additional language would be an advantage.
• Experience with Microsoft CoPilot desired.

What We Offer

• We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours).
• Securing your future: Access to company pension/savings plans.
• Shared success: Company share purchasing plan.
• Support for what matters: Mental health and wellbeing programs.
• Investments in your career: Career opportunities within the entire Allianz Group.
• Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications.

Equal Opportunity Employment Statement

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.