Research Analyst, Industrials

New York, NY /
Research /
Full-time
Firm Overview 

Casdin Capital, LLC (“Casdin”) is a New York-based fundamental research investment firm focused on the life sciences and healthcare industry. The firm manages a long short equity fund and makes investments in early-stage to late-stage private investments. Casdin was launched in 2012 by founder and CIO Eli Casdin and as of March 2021 has approximately $3.2 billion in assets under management. 

At Casdin we start from a position of curiosity, honesty, and passion to gain a deep and thoughtful understanding of opportunities in the life science ecosystem. We commit to finding the highest quality management teams doing the work to create high growth companies. We use data to continually advance our knowledge and we are long term investors. We believe in collaboration and transparency and operate at the forefront of innovation. 

Position Overview

We are currently seeking a candidate to join the Research team, reporting to the Director of Life Sciences Research. The Research Analyst is core to our research team and a role with tremendous opportunity and exposure for the right candidate. The focus of the role is to operate from a deep and fundamental understanding of the Industrials sector, with an eye to apply it to the Synthetic equivalent.  There will be opportunities to develop new portfolio ideas in the public and private investment space and creatively work on forward-looking initiatives that support our long term thematic perspective. 

We are looking for someone that is orientated to the capital markets with strong commercial aptitude as well as showing commitment to the study of science or research in their academic and work experience. We are looking for someone that has a deep curiosity about the business models in the Industrials space, through an understanding of the technology and science that underpins the advancement of the field and how that will impact the end markets and future of the space.  

Responsibilities 

The core responsibilities includes supporting the ongoing deep fundamental analysis on our public and private portfolio and the universe of potential investments by:

-Conducting and overseeing valuation analysis on existing portfolio and new portfolio ideas.
-Converting industry knowledge into understandable investment opinions.
-Oversee earnings and catalyst reporting.
-Ensuring all inputs into the portfolio management processes and systems are accurate.
-Building strong relationships with portfolio companies and prospective companies.
-Generate ideas and strategies to enhance portfolio returns and manage risk.
-Assess and complete due diligence on private companies to determine private investment opportunities.
-Follow current events and attend conferences in respective industry groups in order to keep the investment team informed about critical relevant issues to current and prospective investments.
-Build relationships within the industry to connect with the best entrepreneurs, the brightest scientists, the highest quality executors, and to be able to identify the ideas that will succeed.
-Participate in the wider team to generate and support investment thesis development.

The work at Casdin is highly collaborative and it is therefore critical that the candidate is prepared to work in a team environment.

Requirements/Qualifications 

Candidates should have at least 7 years of relevant work experience in the Industrials Research and Investing space with a focus on the Industrial sector.

-Candidates will likely have 7+ years of industry experience in equity research, investment banking or private equity, industry corporate development, or investing.
-Candidates should have at least a Bachelors Degree. Preference of chemical or biological engineering background.
-Ability to apply the approach of the industrials sector to the established and burgeoning synthetic biology industry.
-High degree of intellectual curiosity, problem-solving skills, and the ability to quantify qualitative insights.
-Advanced proficiency in financial modeling and valuation skills.
-Strong communication skills both verbal and written with a desire to work in a highly collaborative team environment.
-Self-starter, creative thinker, organized and detail-oriented in a fast-moving and iterative environment.
-An appreciation for and ability to connect with business builders and entrepreneurs.