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Leveraging Science with Finance – What does an Analyst Do?

Release Date:
1/30/2013 12:00 AM

Jason Kolbert 500px Jason Kolbert, M.B.A


Jason Kolbert will present a lecture for The Alvine Engineering Professional Effectiveness and Enrichment Program on the career path of a research analyst, exploring how an analyst couples their knowledge of science, medicine, engineering with finance to develop research coverage of biotechnology, pharmaceutical and medical device companies, and industry. The lecture will specifically help the audience understand the biotechnology industry, the approaches to understanding the technology related to these companies and the influences on the analyst. These influences include the relationship of the analyst to the investment bankers, institutional sales, institutional and interaction with management teams and industry groups.


Jason Kolbert, senior vice president and biotechnology analyst at Maxim Group L.L.C., has worked as a research analyst on Wall Street for two decades focusing in the biotechnology space on innovative companies and technologies that have the potential to shift existing treatment paradigms.  Kolbert was one of the first analysts to identify emerging direct acting anti-virals and their impact in Hepatitis C as an investable sector within a sector in the biotechnology space. Today, Jason views the emergence of cell therapy on both the regenerative side of ischemic disease condition such as cardiovascular disease and on the immunology – oncology side with second and third generation cancer vaccine approaches that elicit the body’s own immune system to fight cancer as paradigm shifting technologies that will change the way medicine as we know it is practiced.

Kolbert received a B.S. in Chemistry from SUNY New Paltz, and an MBA from the University of New Haven.  He has an Honorable Discharge from the USMC-PLC flight Program. Prior to working on Wall Street, he worked as product manager for Schering-Plough in Japan, he was part of the team that launched INTRON-A for Hepatitis C. Kolbert spent seven years at Susquehanna International Group, where he managed a healthcare fund. This led him to later serve seven years as a healthcare strategist for Salomon Smith Barney. Along the way he has held various roles in business development with multiple biotechnology companies and is currently on the boards of several companies. 


Feb. 20, from 12:15 p.m. – 1:30 p.m.             


The Schumann Auditorium in the Tagliatela College of Engineering, Room B120, University of New Haven

FOR MORE INFORMATION:  Contact Ismail Orabi at

The University of New Haven is a private, top-tier comprehensive institution recognized as a national leader in experiential education. Founded in 1920 on the campus of Yale University in cooperation with Northeastern University, UNH moved to its current West Haven campus in 1960. The University operates a satellite campus in Tuscany, Italy, and offers programs at several locations throughout Connecticut and in California. UNH provides its students with a unique combination of a solid liberal arts education and real-world, hands-on career and research opportunities. The University enrolls approximately 6,400 students, including nearly 1,800 graduate students and more than 4,600 undergraduates – the majority of whom reside in University housing. Through its College of Arts and Sciences, College of Business, Henry C. Lee College of Criminal Justice and Forensic Sciences, Tagliatela College of Engineering, and College of Lifelong & eLearning, UNH offers 75 undergraduate and graduate degree programs. UNH students have access to more than 50 study abroad programs worldwide and its student-athletes compete in 16 varsity sports in the NCAA Division II’s highly competitive Northeast-10 Conference.