*Generate long-term, quality growth investment ideas within non-therapeutic subsectors of healthcare(includes med tech, life science tools, providers, managed care, healthcare technology, and services)*Present new ideas and positioning recommendations to Investment Policy Committees*Conduct due diligence of prospective investments based on bottoms up, fundamental analysis*Perform maintenance work for current holdings and watchlist companies*Attend investment conferences, industry events, and site visits to engage with senior management*Educate members of the investment and sales teams on important and disruptive trends in healthcare*Named to the Investment Policy Committee of the Multi Cap Growth Fund

*Search for and diligence potential new ideas based on bottoms up, fundamental analysis*Constantly monitor and perform maintenance work for current holdings and ideas on the research agenda*Synthesize data from company filings, management meetings, and industry research to form proprietary investment theses*Interview senior executives to understand business dynamics, strategy, and industry fundamentals*Develop a deep understanding of the risks associated with investments and tie them to the bear case*Present investment recommendations and other information to the investment teams*Communicate views on the relative attractiveness of healthcare subsectors to inform subsector positioning*Coordinate with Portfolio Managers to determine appropriate position size for investments*Build financial and market models to generate DCF and valuation multiple driven risk rewards*Participate in broker conferences and meetings to discuss business developments with senior executives*Maintain relationships with management teams, sell-side analysts and industry experts*Support several growth and core strategies for small cap, SMID cap, and mid cap investments*Perform diligence specific to material ESG risks and opportunities for a sustainability strategy

*Make purchase recommendations to the Investment Committee based on comprehensive fundamental analysis of companies, industry evaluations, valuation analysis, and portfolio fit*Lead due diligence meetings with senior executives of portfolio companies and prospective investments*Create highly tailored presentations for Corporate Development teams of potential strategic acquirers highlighting the acquisition opportunity of portfolio companies*Evaluate screens for potential investments and lead weekly meetings of the Investment Committee*Manage a team of three Junior Analysts and led two recruiting processes resulting in junior hires

*Performed financial analysis of small and micro capitalization stocks using valuation-based financial modeling, comparable company analysis, and precedent transaction analysis *Compiled and analyzed M&A transactions and historical deal statistics for public companies