Equity Research Analyst, Health Care

About the role

Associated Bank seeks an experienced Equity Research Analyst to deliver differentiated investment research and actionable recommendations supporting portfolio allocation decisions within the Health Care sector. This role offers the opportunity to directly influence investment decisions while mentoring developing talent and shaping sector strategy.

Responsibilities

• Conduct in-depth fundamental equity research across assigned sectors and securities to identify investment opportunities and risks.
• Build and maintain detailed financial models, including forecasts for earnings, cash flow, and valuation metrics.
• Generate actionable buy, hold, and sell recommendations supported by clear investment theses and market analysis.
• Monitor earnings reports, industry developments, company news, and market trends to provide timely insights to portfolio managers.
• Manage a sector model portfolio and communicate portfolio strategy, positioning, and rationale to investment teams.
• Lead new investment idea generation and identify emerging opportunities within assigned sectors.
• Partner with portfolio managers and analysts to contribute to broader investment strategy and decision-making.
• Mentor and support associate analysts by reviewing research, providing feedback, and guiding professional development.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 7+ years of fundamental equity research experience within the investment management industry.
• Strong financial modeling, valuation, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to synthesize complex information into concise investment recommendations.

Preferred

• 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.

Benefits

At Associated Bank, you'll enjoy a competitive salary, professional development opportunities, and a range of benefits including:

• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Well-being programs and incentives.
• Parental leave.
• An employee stock purchase plan.
• Military benefits.
• Personal banking, loan, investment, and insurance benefits.

Pay

$126,840.00 - $217,440.00 per year*

*Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.