Roger S.
About Roger S.
Roger S. is an Equity Research Analyst at Jefferies with over a decade of experience in life sciences, including roles in strategy consulting, private equity, product marketing, and sales management.
Professional Experience in Equity Research
Roger S. currently holds the title of Equity Research Analyst at Jefferies, a role he has been in since 2017. In this position, Roger utilizes his extensive background in the life sciences to provide deep insights into biotech equity research. His previous experience as a physician complements his analytical skills, making him a vital asset to the Jefferies team in the Greater Boston Area.
Previous Roles in Consulting and Strategic Marketing
Before joining Jefferies, Roger worked at IQVIA as a Consultant from 2015 to 2017. His responsibilities included delivering strategic insights to clients within the life sciences sector. Prior to this, he held dual roles in 2014; as a Summer Associate at CDH and as part of the Summer Strategic Marketing team at Boston Scientific in Marlborough, Massachusetts, each for 11 months. Roger's experience at these companies further honed his expertise in market analysis and strategic planning.
Experience in Venture Capital and Sales Management
Roger's professional journey also includes a stint at Golden Pine Ventures from 2013 to 2015 in Durham, North Carolina, where he served a Venture Fellowship role. Here, he was involved in venture capital, assessing early-stage biotech investments. Additionally, from 2006 to 2013, he worked as a Manager at Medtronic, where he oversaw product marketing and sales management activities. His multidisciplinary roles contribute to his broad understanding of both the operational and financial aspects of life sciences companies.
Medical and Financial Education
Roger completed his MBA at Duke University - The Fuqua School of Business, where he also earned a Health Sector Management certificate. He obtained his MD from Fudan University, establishing a solid foundation in medical knowledge. Additionally, he pursued studies at the Chartered Financial Analyst (CFA) Institute, earning his CFA charter which underlines his proficiency in financial analysis and investment management.
Background as a Physician
Roger initially trained as a physician at Zhongshan Hospital from 2005 to 2006. This medical background provides a unique perspective that enhances his expertise in biotech equity research. His medical training continues to be an asset in his equity research role at Jefferies, helping him decode complex medical data and trends for investment purposes.