A Day in the Life
Jean, Global Industry Analyst
I usually arrive in our London office around 7:00 am and work through the email that came in from the US and Japan overnight. Included in the incoming mail is information on companies I follow, and also the daily reports that show my portfolio positions. As the morning progresses, the email from Europe begins to arrive.
9:00 am
I host a meeting with a European-based biotech company with a number of other Wellington portfolio managers. We spend most of the meeting focusing on the company's new drug for sleep, as well as its existing business. I decide whether to initiate a position in the stock, and communicate that to others in the firm who are interested in this type of opportunity.
10:00 am
I am working on long-term models for companies in the pharmaceutical industry and today I develop one for major US companies. I make sure my views of their patent expirations and new product introductions are incorporated into my thinking so that I can assess the long-term value of each company.
1:30 pm
I participate in Wellington's Morning Meeting in our London office's Morning Meeting room. There is a two-way video screen so that we can see the Boston participants and an on-demand microphone system so that we can participate real-time.
2:00 pm
Today is the global health care team's weekly meeting. I participate through the videoconferencing system on my desk while the rest of the 10-member team participates from a videoconference room in Boston. We discuss key developments and takeaways from the past week from all the different subsectors we cover.
3:00 pm
My health care colleagues in the Boston office host one of the pharmaceutical companies that I cover. I join in via conference call. I decide not to change my recommendations or holdings following this meeting, and report the key findings and my decisions to others in the firm via our online research posting system and email.
4:00 pm
We regularly meet with physician experts to get their views on specific drugs in development or on how they treat their patients with a certain disease. Today we host a physician who specializes in the cardiovascular field. He is visiting the UK from the US on his way to a medical conference.
After the meeting, I leave for home to have dinner with my family.