Biotech Equity Analyst Jobs

About Us

Duggan Investments is a Florida-based, family office founded by Robert W. Duggan, a self-made billionaire who has achieved great success across multiple industries and disciplines spanning 50 years. The mission at Duggan Investments is to improve the quality and duration of human life. Duggan Investments manages significant private funds encompassing public equities, private investments, real estate, and other asset types, primarily in the biotechnology and pharmaceutical sectors. We exemplify a small, but highly close-knit, team based in Clearwater, Florida.

Your Role

Biotech experience REQUIRED

We are seeking a Biotech Equity Research Analyst to provide financial, research, and operations support to the team. This position will work with the Chief Investment Officer on various research projects and investment evaluations. This role requires a collaborative cross-functional effort to drive key projects, an ability to multi-task, and efficient financial research and analysis that enables the group to meet objectives in an effective and efficient manner. This person will work in a fast-paced and results-oriented environment. To excel in this role, you need knowledge of corporate finance, investments, Excel data manipulation and modeling, and be very curious for research projects. If you are highly detail-oriented and capable of analyzing data with creativity and innovation in mind, you might be perfect for this position. We are looking for a dynamic, responsible, and organized person to become part of our ambitious team.

Qualifications

• Experience in Biotech required
• Working knowledge of investment analysis, data manipulation, and utilizing databases
• 2+ years of investment experience
• Bachelor's degree with concentration in finance, accounting, or business-related field
• Ability to read and interpret financial statements
• Working knowledge of MS Office with proficiency in Excel, experience with Bloomberg a plus

Position Responsibilities

• Perform deep fundamental equity research, sector research, and industry analysis in order to assess the viability of a company and determine its prospects. This requires reading company SEC filings, investment research reports, and industry and sector news to gather facts, rather than relying on opinions
• Clearly present investment conclusions and recommendations to CIO and CEO. In order to be successful, this position requires significant independent thought to form well-founded investment opinions based on adequate, relevant, and verified data
• Monitor investment reports, filings, news, and other material information for internal reporting
• Spearhead implementation and ongoing management of portfolio reporting platform
• Analyze financial data, perform ad hoc research and evaluations on a project-by-project basis
• Internal reporting of holdings and the overall portfolio
• Assemble and summarize data to structure reports on investment status and risks
• Significant ability to balance multiple tasks at once as we are an active team and equity markets are dynamic
• Provide analytical, forecasting, reporting, and project support to management
• Create and maintain Excel models for financial and operational analysis
• Support business development activities through various forms of due diligence

About You

• Excellent interpersonal, verbal, and written communication skills
• Ability to work well with others under deadline situations and respond to changes in priorities
• Resourceful and possesses critical thinking skills
• Strong work ethic and a positive attitude
• High level of integrity and trustworthiness of confidential material related to company operations with strict adherence to professional ethics
• Energetic, enthusiastic and willing to take initiative
• Experience working as an Equity Research Analyst
• Excellent time management skills and ability to multi-task and prioritize workload
• Strong organizational skills and ability to prioritize and manage multiple assignments in a fast-paced environment
• Proficiency in Microsoft Office programs (Word and Excel required)
• Detail-oriented, highly motivated, and a self-starter

Job Type: Full-time

Pay: $120,000+ per year commensurate on experience

Bonus: Discretionary bonus

Work Location: Clearwater, FL

Benefits:

• Health insurance

• Dental insurance

• Vision insurance

• Paid time off

• 401K