MedTech IR Analyst: Advanced Financial Modeling & AI Analytics

ICR

New York (NY)

Hybrid

USD 90,000 - 140,000

Full time

2 days ago
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Job summary

ICR Healthcare is seeking an Investor Relations Consulting Associate focused on financial modeling and analytics for MedTech companies. You will work with two senior client managers, building integrated models that tie income statements, balance sheets, and cash flow, and delivering client-ready analyses using Excel, PowerPoint, FactSet, and Claude Enterprise.

The role emphasizes precision, rigorous data check, and the ability to advance AI-enabled processes.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related quantitative field.
  • Minimum cumulative GPA of 3.4; please include your GPA on your resume.
  • Proficiency in Microsoft Excel and Microsoft PowerPoint; include your favorite Excel shortcut on resume.
  • Understanding of GAAP and Non-GAAP financial reporting concepts preferred.
  • Relevant internship experience in finance, investment banking, equity research, FP&A, or similar roles.
  • Familiarity with FactSet (or similar platforms) a plus.
  • Genuine interest and/or hands-on experience with AI tools or coding (Python, VBA).

Responsibilities

  • Update proprietary earnings and consensus financial models: fully-integrated, dynamically linked models.
  • Identify opportunities to enhance models for efficiency, comparability, standardization, and functionality.
  • Integrate Excel model output into client-ready deliverables; create presentations and reports (Excel, PowerPoint, FactSet, Claude Enterprise).
  • Assist with investor perception audits: aggregating responses, synthesizing findings, and preparing reports in Excel/PowerPoint.
  • Assist with diligence on clients and competitors; prepare summaries of financial and operational developments.
  • Conduct ad-hoc research on MedTech public companies and related topics; develop summary materials.
  • Develop growing fluency in Claude Enterprise and AI concepts to improve deliverables.
  • Maintain rigorous file organization, documentation, and version control across files.

Skills

Advanced Excel
PowerPoint mastery
GAAP knowledge
FactSet
AI tools
Python/VBA
Analytical mindset
Multitasking

Education

Finance degree

Tools

Claude Enterprise

Job description

ICR Healthcare is seeking an Investor Relations Consulting Associate focused on financial modeling and analytics for MedTech companies. You will work with two senior client managers, building integrated models that tie income statements, balance sheets, and cash flow, and delivering client-ready analyses using Excel, PowerPoint, FactSet, and Claude Enterprise.

The role emphasizes precision, rigorous data check, and the ability to advance AI-enabled processes.

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