Responsibilities
*Perform fundamental research on pharmaceuticals and therapeutics; build detailed financial models and investment theses.
*Evaluate drug pipelines, regulatory pathways, clinical trial readouts, and commercial potential across small molecules, biologics, and cell and gene therapies.
*Track sector trends and regulatory developments across specialty pharma, biotechnology, rare disease, oncology, and immunology.
*Analyse patent expirations, biosimilar/generic competition, pricing dynamics, and reimbursement policy impacts.
*Produce research reports, company updates, and sector outlooks informing buy/sell/hold decisions.
*Present recommendations, conviction levels, and risk–reward profiles to portfolio managers and the wider investment team.
*Engage with management teams, physicians/KOLs, and expert networks; attend medical conferences and investor events.
*Collaborate on position sizing, monitor existing holdings, and source new opportunities within healthcare strategies.
*Contribute to ESG integration on drug pricing, access to medicines, and clinical trial ethics.
Requirements
*5–15 years’ experience in equity research, buy-side analysis, or portfolio management covering pharmaceuticals/therapeutics/biotech.
*Proven track record analysing drug development, regulatory processes, and commercial forecasting.
*Strong financial modelling and valuation skills; deep understanding of pharmaceutical business models.
*Knowledge of blockbuster drug economics, lifecycle management, and portfolio diversification across therapeutic areas.
*Comfort interpreting clinical data and navigating FDA/EMA pathways; strong grasp of competitive landscapes.
*Degree in life sciences, finance, economics, or related field; CFA, PhD, or relevant scientific credentials advantageous.
*Clear written and verbal communication, including presenting to investment audiences.
*Intellectual curiosity and independent thinking to challenge consensus with evidence-based views.