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Maxim Jacobs

Maxim Jacobs

Healthcare Analyst at GMT Capital Corp.

Marietta, GA , United States

About

Maxim Jacobs is a Healthcare Analyst at GMT Capital Corp., based in Marietta, Georgia. In this role, he is responsible for conducting in-depth research and analysis on healthcare equities, supporting the firm's long/short investment strategies with a focus on identifying high-conviction opportunities in the sector. His work involves evaluating companies across biotechnology, pharmaceuticals, and medical technology, leveraging both fundamental analysis and primary research to inform investment decisions.

Jacobs specializes in the healthcare sector, with particular expertise in biotech and pharma equities. His research covers a broad spectrum of healthcare sub-industries, including drug development, medical devices, and healthcare services. He is known for his rigorous analytical approach and ability to translate complex scientific and clinical data into actionable investment insights for the firm.

Prior to joining GMT Capital, Jacobs held senior roles in investor relations and corporate communications at MindMed and Russo Partners, where he managed relationships with institutional investors and advised on strategic communications. Earlier in his career, he was a director of healthcare research at Edison Research and a senior healthcare analyst at Broadfin Capital and Ridgemark Capital. Jacobs holds a Bachelor of Arts in Economics from the University of Pennsylvania and a degree in Business from Washington University. He is a CFA charterholder and has over 15 years of experience in healthcare investing, contributing to the industry through his research, analysis, and thought leadership.

Career History

OrganizationRoleDate RangeDetails
GMT CapitalHealthcare AnalystJun 2024 to Present
MindMedVice President of Investor Relations and Corporate CommunicationsDec 2022 to Mar 2024
Russo Partners, LLCSenior Vice President of Investor RelationsApr 2022 to Jan 2023
Edison Investment ResearchManaging Partner and Director of Research for North AmericaOct 2018 to Jan 2022
Edison Investment ResearchDirector of Healthcare Research, North AmericaDec 2014 to Jan 2022
* Conduct investment research and extensively model small-cap biotechnology companies, publishing findings in periodic research reports that are available to investors. * Responsible for business deve...
GuidepointDirector of Survey and Tracker ResearchJul 2009 to Nov 2014
Manage custom survey department that runs ~300 surveys per year and is comprised of 5 professionals in a fast-paced, demanding environment where results need to be quick and accurate. Clients are blue...
Broadfin Capital LLCSenior AnalystMar 2009 to Jun 2009
Senior Analyst at a long/short healthcare-focused hedge fund, responsible for identifying, researching, analyzing and developing investment recommendations on companies within the healthcare sector, e...
Ridgemark CapitalSenior Healthcare AnalystNov 2007 to Dec 2008
Senior Analyst at a long/short healthcare-focused hedge fund, responsible for identifying, researching, analyzing and developing investment recommendations on companies within the healthcare sector. S...
Mehta PartnersAnalyst and PmApr 2004 to Oct 2007
Senior Analyst at a healthcare strategy and investment firm which concentrated on asset management, strategic advisory and independent research. Focused on long/short hedge fund, responsible for ident...
Trilogy Global Advisors, LpAnalyst and Portfolio ManagerAug 1999 to Feb 2004
Trilogy Advisors, with over $5 billion in assets, is a global investment advisory firm with global diversified equity portfolios as well as sector funds in technology, telecom and biotechnology. Rose ...
Credit SuisseAnalystJun 1999 to Jul 1999
Researched technology, telecom and biotechnology industries for global equities group. Worked with the group that founded Trilogy (listed above).
Cato InstituteAssistant Director of DevelopmentMar 1998 to May 1999
Extensively researched potential fundraising targets for a leading public policy think tank. Research included ascertaining a target’s political interest as well as financial wherewithal.
The Bionomics InstituteResearch Associate and WebmasterFeb 1996 to Mar 1998
Performed all the research of the institute. Wrote a daily editorial piece dealing mainly with technology, public policy, economic and business issues. As webmaster, was solely responsible for maintai...

Education

University of Pennsylvania

Bachelor Of Arts, Economics

1993 1996

Washington U

Business

1992 1993

Skills & Expertise

Alternative Investments
Equity Valuation
Economics
Primary Research
DCF
Valuation
Portfolio Management
Financial Modeling
Data Analysis
Forecasting
Biotechnology
Investments
Market Research
Modeling
Bloomberg
Healthcare
Competitive Analysis
Excel
Finance
Investor Relations
Medical Devices
Competitive Intelligence
Equities
Industry Analysis
Mutual Funds
Equity Research
Microsoft Office
Lifesciences
Investment Strategies
Pharmaceuticals
Asset Management
Financial Analysis
Market Analysis
Private Equity
Quantitative Research
Due Diligence
Research
Trading
Corporate Development
Venture Capital
Mergers and Acquisitions
Financial Modelling
Statistics
Confirmit
Analysis
SPSS
Securities
Hedge Funds
Investment Management
Private Placements

Others at GMT Capital Corp. (10)

NameRoleLocation
I
Iryna Gamble
Vice President, Corporate ControllerAtlanta, GA , United States
Jeff Wilson
Jeff Wilson
Portfolio ManagerAtlanta, GA , United States
J
Joe Mathias
analystAtlanta, GA , United States
M
Mark Agah
Portfolio ManagerAtlanta, GA , United States
Rex Liu
Rex Liu
Portfolio ManagerEpping, NSW, Australia
T
Thomas Calzia
Equity Portfolio ManagerLondon, United Kingdom
T
Tom Claugus
PresidentAtlanta, GA , United States
C
Chris Durantes
analystUnited States
Jorge Perez
Jorge Perez
Equity Research AnalystAtlanta, GA , United States
P
Peter Welch
VPAtlanta, GA , United States

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