Job Description
Job Description
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.
Maintain and enhance detailed buy‑side models (3‑statement, DCF, SOTP, pipeline rNPV) and perform rapid earnings updates immediately after quarterly results.
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.
Lead structured KOL calls, management meetings, and channel checks (physician surveys, hospital utilization, pricing trackers), extracting insights that directly shape p...