Eric Rasmussen

About Eric Rasmussen

I am a Healthcare Equity Analyst and Portfolio Manager at Bank of America’s Chief Investment Office and serving the bank’s internal clients. Since 2013, I have covered the healthcare space for the bank, with a coverage universe spanning across healthcare subsectors and market cap. My responsibilities include staying updated on currently held positions within our equity strategies, formulating and presenting new investment ideas to our portfolio teams, building and maintaining financial models, interacting with clients, and speaking with management teams/key opinion leaders at meetings and conferences to better understand the factors that could impact companies within the healthcare sector. Since 2018, I have also managed a healthcare-focused long-only equity portfolio available to our clients only.In addition, I’m on the following portfolio management teams: High Quality Core (high-quality, large cap core strategy); Large Cap Value; and Mid Cap Value.I have completed Level 2 of the CFA Program and am currently taking time off from this pursuit due to my responsibilities in the office and at home (I have two young boys).Specialties: Equity Research, Healthcare sector, Financial Statement Analysis/ModelingContact info:Email: e••••••••@gmail.comPhone: 77••••••89

Experience

1. Custom Healthcare Strategy Portfolio Manager

   Bank of America

   Jul 2018 — Present · Boston, MA, US

   Manage a concentrated healthcare-focused equity portfolio with a strong, consistent track record of beating the benchmark since initiation- Focus on big trends evolving over the next five to seven years- Investment style: Core Growth/GARP- Portfolio consists of up to 20 best ideas at any given time- Performance measured versus the S&P 500 Healthcare Index- Annualized return since initiation beats benchmark by roughly 500 basis points-3-year turnover rate a little over 6%

Education

• Yale University

  B.A., Economics

  2002 — 2006