Healthcare/Consumer Investment Director

  • Base and bonus
  • Hong Kong
  • Permanent, Full time
  • Caisse de dépôt et placement du Québec
  • 12 Feb 18 2018-02-12

Senior Equity Research Analyst and Member of the Partnership team, which sources and structures investments with large Asian corporates in the Healthcare and Consumer sectors to identify win-win opportunities on credit, infrastructure and real estate assets.

To support its global public and private equity portfolios, the Caisse des Depots (CDP Capital) which manages 250B of AUM on behalf of Quebec pensioners with a long-term quality mandate, looks to hire a healthcare and consumer analyst to:

Develop a perspective on key sub-industries in Asia, ideally both on the healthcare side (pharma, medtech, services) and on the consumer side (staples and discretionary), initiate and supervise research on companies in those sectors, recommend what stocks investors should buy or sell and provide reliable research that backs up those recommendations, setup a relationship approach with some of those companies to identify private asset class opportunities (royalties, private equity, infrastructure), manage relationships with listed companies, where we typically own 1-10% of their market capitalization, with the aim of strengthening the dialogue and pushing a long-term agenda

Visible progression of responsibilities in an investment, strategic or operational role within the healthcare sector. Most succesful hires have come from an investment background (sellside and buyside), from consulting roles with clear industry spikes, or from strategy functions of major corporates in the sector. Pharma background preferred, but medtech and health services profiles will also be considered.

Succesfull recruits may also come from the Private Equity/Relationship investment side considering the objective of deepening investment ties on the private side.

Specialized degree from the healthcare (MD, PhD) or the consumer field very welcome.

MBA, CFA helpful but not a prerequisite. 

Mandarin fluency desirable. French language skills an advantage.