Dymon Asia is looking for a senior investment analyst to cover the healthcare sector. The skillset needed should be focused on fundamental long/short equity strategies across Indian and broader Asian healthcare, spanning pharmaceuticals, healthcare services, and medical devices. The ideal candidate will have a deep understanding of healthcare industry and clinical dynamics, regulatory and policy drivers, rigorous valuation, and a keen interest in alpha generation.

Responsibilities include, but not limited to:

Support the portfolio manager in the active management of a fundamental healthcare equity long/short portfolio across India and broader Asia.
Lead bottom-up research on pharmaceutical, CDMO/API, healthcare services, and medical device companies, generating long and short ideas with clear catalysts.
Build and maintain detailed financial models and valuations (DCF, comparables, sensitivity analysis) to inform price targets and position sizing.
Track regulatory, policy, and clinical developments (e.g. US FDA actions, US generics pricing, domestic healthcare policy) and assess their impact on earnings and valuation.
Leverage corporate access and industry networks, including management teams, physicians, KOLs, and regulators, to build differentiated views.
Maintain a detailed understanding of portfolio drivers and be able to clearly articulate views, performance attribution, and risk exposures.
Contribute thematic research (e.g. generics, specialty pharma, healthcare access) to the wider research universe.

Qualification

Demonstrated experience in fundamental healthcare equity research covering pharmaceuticals, healthcare services, and/or medical devices.
Proven track record of high-conviction stock calls with measurable outperformance against the benchmark.
Strong valuation and financial modelling skills (DCF, comparables, sensitivity and scenario analysis).
Must be able to do research independently.
Must have a sound investment framework and the ability to translate research into actionable long/short positions.
Must know how to risk manage and size positions according to PM level risk limits
Established relationships with company management and institutional investors across Asia, the US, and Europe.
At least 8 years of experience from either sell side or buyside.
A strong investment process and framework is a must
A medical or scientific background (e.g. MBBS, PharmD, PhD) would be a strong advantage in assessing clinical, regulatory, and pipeline risk.
Familiarity with Bloomberg, FactSet, Reuters, and healthcare datasets (FDA, CMS, PubMed) would be advantageous.
Must be able to work closely with PMs and contribute to the wider research universe.

Senior Investment Analyst Healthcare Equities