Investor Relations Consulting Associate

About the Role

ICR Healthcare is seeking an Investor Relations Consulting Associate focused on financial modeling and analytics to join a team advising private and publicly-traded medical technology companies. This role is a genuinely Excel-intensive position, requiring strong Excel skills and fluency in financial modeling. Candidates should possess a healthy skepticism toward data, initiative to investigate discrepancies, and a desire to enhance their skill set and the quality of their work. The role also seeks tech-savvy candidates with a genuine interest in AI and a desire to develop capabilities in using Claude Enterprise.

Position Responsibilities

• Update proprietary earnings and consensus financial models: fully-integrated, dynamically linked “working models” that tie together the income statement, balance sheet, and cash flow statement.
• Identify opportunities to enhance models, improving efficiency, comparability, standardization, and functionality.
• Integrate Excel model output/detail into client-ready, standardized, and company-branded deliverables.
• Create presentations and reports for current and prospective clients using Excel, PowerPoint, FactSet, and Claude Enterprise.
• Assist with conducting investor perception audits, including aggregating and categorizing quantitative and qualitative survey responses from investors and sell-side analysts, synthesizing findings, and preparing reports in Excel and PowerPoint.
• Assist with quantitative and qualitative diligence and monitoring on clients and their competitors/peers. Prepare summaries to inform clients of competitors' financial and operational developments.
• Conduct ad-hoc research on MedTech public companies' practices related to specific investor relations and financial disclosure topics. Develop related summary materials.
• Develop growing fluency in using AI tools (Claude Enterprise) and financial concepts together to execute team work more effectively. Identify opportunities to apply Claude Enterprise and/or lightweight coding/automation to improve speed, consistency, and quality of deliverables.
• Maintain rigorous file organization, documentation, and version control across team files/documents.

Requirements & Tech Stack

• Microsoft Excel
• Microsoft PowerPoint
• FactSet (or similar capital markets data/research platforms)
• Claude Enterprise (AI tool)
• AI tools
• Lightweight coding/automation (e.g., Python, VBA) is a significant plus.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related quantitative field.
• Minimum cumulative GPA of 3.4.
• True proficiency in Microsoft Excel and Microsoft PowerPoint.
• Understanding of GAAP and Non-GAAP financial reporting concepts preferred.
• Relevant internship experience preferred (e.g., finance, investment banking, equity research, FP&A).
• Strong quantitative and analytical skills.
• Exceptional attention to detail and sustained diligence.
• Ability to manage multiple client deliverables and deadlines concurrently, communicating proactively.