Equity Research Analyst, Health Care

Associated Bank

Equity Research Analyst delivering differentiated investment research and actionable recommendations at Associated Bank. Collaborating with portfolio managers to influence investment decisions within the healthcare sector.

Posted 5/22/2026full-timeGreen Bay • Illinois, Minnesota, Wisconsin • 🇺🇸 United StatesSeniorLead💰 $126,840 - $217,440 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvaluationanalytical skillsequity researchinvestment analysisforecastingcash flow analysismarket analysisinvestment thesessector model portfolio management

Soft Skills

communication skillsleadershipmentoringsynthesis of complex informationteam collaborationfeedback provisionprofessional development guidance

Certifications

CFA designationprogress toward CFA certification