Senior Data and AI Analyst, Investor Relations

Position Summary

The Senior Data and AI Analyst plays a critical role in advancing IREC’s investor relations consulting practice, which advises biotechnology and healthcare companies on IR strategy in partnership with executive leadership and corporate communications teams. This role is responsible for the sourcing, management, analysis, and interpretation of complex investment and market data used to support client engagement and research initiatives.

In this role, the Senior Data and AI Analyst oversees core data systems and processes while leveraging advanced analytics and AI-enabled tools to generate actionable insights, identify trends, and improve the efficiency, consistency, and quality of data-driven outputs. The position serves as an important shared resource to client teams – helping to deliver high-quality, data-driven counsel to clients. In addition to hands-on analytical work, the Senior Data and AI Analyst serves as a leader in responsible AI adoption—designing scalable, compliant workflows that combine human expertise with AI to accelerate research, enhance thought leadership, and strengthen client-facing materials. The role requires close collaboration with internal teams, external vendors, and enterprise partners, and serves as a representative of IREC within the broader parent organization, contributing to firmwide data and innovation initiatives.

Senior Data and AI Analysts demonstrate strong attention to detail, sound judgment, curiosity, and an entrepreneurial mindset, as well as leadership in guiding teams through evolving data, technology, and analytical capabilities.

Essential Functions

Analytics, Research & Insight Development

• Conduct sophisticated quantitative and qualitative analysis of investment, market, and peer data to support Investor Relations strategy, internal planning, and client engagement
• Leverage AI-enabled analytic tools to accelerate data exploration, pattern recognition, trend analysis, and benchmarking—while applying expert judgment and validation to all outputs
• Conceptualize and execute data-driven research to support firm thought leadership, executive briefings, and client deliverables
• Translate complex datasets into clear, accessible insights, moving beyond raw data to explain implications, risks, and opportunities
• Deliver recurring and ad-hoc reporting (e.g., bi-weekly, monthly, quarterly), standardizing outputs to promote consistency and ease of consumption across teams
• Conduct market research on emerging trends in Generative AI, digital platforms, and healthcare communications
• Summarize findings, develop brief reports, and surface insights to support strategic discussions and planning
• Monitor competitive activity, new tools, and industry developments relevant to medical education and technology

Data Strategy, Management & Governance

• Oversee and manage IREC’s databases, data subscriptions, and internal resources, ensuring accuracy, completeness, consistency, and appropriate access
• Design scalable, repeatable data management and data entry processes that can be implemented consistently across teams
• Review, audit, and standardize raw investment data received in multiple formats, using both traditional and AI-assisted techniques to improve timeliness and data quality
• Manage database licenses, vendor relationships, and coordination with Precision AQ partners to ensure optimal configuration and compliant use
• Audit CRM systems and datasets to identify and remediate duplicate, incomplete, or inconsistent records
• Evaluate new data tools, platforms, and datasets—assessing value, usability, security, and alignment with business and regulatory needs

AI Enablement, Governance & Applied Innovation

• Integrate AI responsibly into data workflows, research processes, and reporting—using AI to enhance speed, consistency, and insight generation while preserving human accountability
• Serve as the subject matter expert on Precision AQ AI policy, governance standards, data privacy requirements, and acceptable-use guidelines
• Design and document AI-supported workflows, including prompt frameworks, templates, and quality-control checkpoints for internal use
• Design and deliver database and analytics training for IREC employees, ensuring data tools and AI-enabled processes are intuitive and accessible, educating on best-use scenarios, and monitoring usage and value to continuously improve
• Partner with Investor Relations and account teams to identify high-impact AI use cases, such as:
• Data normalization and validation across multiple sources
• Rapid synthesis of market and investment trends
• Drafting analytical summaries or research outlines for human refinement
• Establish human‑in‑the‑loop review standards to ensure accuracy, compliance, and appropriateness of all AI-assisted outputs
• Collaborate with the Innovation Team and enterprise partners to share insights, pilot new AI capabilities, and align IREC’s practices with broader organizational initiatives
• Track AI adoption, usage patterns, and effectiveness, continuously refining tools and processes based on feedback, performance, and evolving policy guidance

Qualifications

• Strong analytical skills with the ability to interpret complex datasets and communicate insights clearly
• Advanced proficiency in Microsoft Excel; strong overall technology aptitude
• Demonstrated experience working with AI-enabled tools or advanced analytics platforms
• Ability to conduct sophisticated research, synthesize insights, and solve problems proactively
• Proven ability to manage multiple projects from conception to completion in a fast-paced environment
• Ability to work collaboratively in a team-based setting as well as independently

Other Required

• Strong commitment to accuracy, deadlines, data integrity, and high-quality work
• Sound judgment when working with sensitive, confidential, or client-facing data

Preferred

• Bachelor’s degree in Accounting, Finance, Mathematics, Economics, or a related field
• Prior experience with FactSet; experience in healthcare, finance, or investment-related environments strongly preferred

Essential duties include but are not limited to:

Client Advisory & Content Excellence

• Strategic leadership of 7-10 client accounts; leadership support within a pod (team and book of business)
  • Conceptualize and execute bespoke strategies
  • Oversee all materials and quality control
  • Act as primary accountable party for day-to-day client relationship on all clients, with additional support from senior leadership as needed and for critical workstreams
• Responsibilities including but not limited to:
  • Lead client calls and provide strategic counsel to senior executives on investor engagement, messaging, and market positioning with facility across clients of varying complexity (public, private, preclinical, clinical, commercial, etc.)
  • Stay abreast of industry trends, regulatory developments, and competitive dynamics; can speak to experience with most IR situations and initiate changes in strategy when needed
  • Draft and review technical corporate communications materials to client-ready standard including high-impact investor presentations, press releases, earnings scripts, etc.
  • Oversee tactical delivery including more sophisticated research projects and targeting analyses, planning and execution of roadshows, meetings and other investor events
  • Event planning and on-site support, including occasional travel
• Manage client engagements, retainers, budgeting and ensure accuracy of invoicing
• 75% utilization target for client billing

Team Building & Mentorship

• Manage a team of junior staff, including development plans and annual reviews
• Train and mentor a high-performing team aligned with our collaborative and purpose-driven culture; oversee its growth and effectively and directly deliver feedback
• Foster professional growth and uphold principles of client service, purpose, accountability, mutual respect, and collaboration
• Champion diversity, equity, and inclusion
• Lead by example, balancing competitive drive with a spirit of collaboration and integrity
• Manage and approve time charges and utilization of direct reports

Business Development & Market Positioning

• Support marketing and new business materials, help identify and pitch new business opportunities, contributing to firm growth and book of business
• Leverage a robust network of stakeholders to accelerate inbound opportunities
• Cultivate relationships with investors, analysts, and bankers to enhance visibility and credibility
• Subject matter expert on biotech/healthcare IR; can represent the agency at industry events, conferences, and investor forums and in social media and speaking engagements

Strategic Leadership

• Manage and contribute to operational, growth and strategy initiatives for Precision AQ
• Proactively generate ideas and identify opportunities for clients and the firm, including thought leadership

Qualifications:

Minimum Required:

• Minimum 10 years of relevant depth of work experience (in directly relevant finance, healthcare, communications or consulting roles); agency experience ideal
• Ability to successfully manage multiple projects from conception to completion on deadline in a fast-paced team environment
• Ability to cultivate deep network within the investment community and biotech/healthcare ecosystem
• Exceptional communication, leadership, and strategic thinking skills; high standards of quality control and client service
• Confident writer and presenter, comfortable in a variety of C-Suite scenarios, with ability to influence
• Demonstrated ability to operate within a leadership team and manage a team
• Bachelor’s degree required

Other Required:

• Demonstrates subject matter expertise
• Competent in technology-driven environments, including AI and various tools and platforms
• Independent and collaborative; resourceful problem solver, quick learner
• Experience with employee reviews, development plans
• Proven ability to create marketing materials and pitch new business
• Committed to the success and growth of IREC and the entire team

About the Company

We are seeking a visionary and dynamic leader to contribute to our existing Biotech team and build and scale a new MedTech vertical to lead within our Investor Relations practice. This role is pivotal in shaping strategy, driving growth, and fostering a collaborative, high-performance culture across the vertical and the broader team. The ideal candidate combines deep Biotech and MedTech expertise, entrepreneurial experience in life sciences, and exceptional leadership capabilities to inspire teams and deliver best-in-class counsel to clients. This role reflects the leadership standards of top-tier IR advisory firms, where strategic partnership, capital markets fluency, and client-first culture are paramount.

About the Role

We are seeking a visionary and dynamic leader to contribute to our existing Biotech team and build and scale a new MedTech vertical to lead within our Investor Relations & External Communications practice.

Responsibilities

Strategic Leadership

• Define and execute the go-to-market strategy for the MedTech vertical.
• Establish operational frameworks, service models, and foundational collateral to launch and scale the practice.
• Shape the strategic direction of the vertical in alignment with broader agency goals.
• Act as a resident MedTech IR expert and thought leader, contributing to industry dialogue and positioning the agency as a trusted advisor.
• Manage and contribute to operational, growth and strategy initiatives.
• Proactively generate ideas and identify opportunities for the firm and for clients.

Business Development & Market Positioning

• Prepare marketing and new business materials, and identify and pitch new business opportunities, contributing to firm growth and client diversification.
• Leverage a robust network of stakeholders to accelerate inbound opportunities.
• Cultivate relationships with investors, analysts, and bankers to enhance visibility and credibility.
• Represent the agency at industry events, conferences, and investor forums and in social media and speaking engagements.

Client Advisory & Content Excellence

• Directly manage a portfolio of 7–10 Biotech and MedTech clients, developing and implementing customized IR strategies and ensuring exceptional service delivery and strategic impact.
• Provide strategic counsel to senior executives on investor engagement, messaging, and market positioning.
• Develop high-impact content including investor presentations, press releases, earnings scripts, and thought leadership.
• Stay abreast of industry trends, regulatory developments, and competitive dynamics.

Team Building & Mentorship

• Manage a team of junior staff.
• Train and mentor a high-performing team aligned with our collaborative and purpose-driven culture; oversee its growth.
• Foster professional growth and uphold principles of client service, accountability, mutual respect, and teamwork.
• Lead by example, balancing competitive drive with a spirit of collaboration and integrity.

Operational Excellence

• Drive profitability and operational efficiency across the vertical.
• Implement performance metrics and best practices to support continuous improvement.
• Manage client engagements, retainers, budgeting and ensure accuracy of invoicing - 75% utilization target for client billing.
• Collaborate with internal teams to optimize resource allocation and client outcomes.

Qualifications

• 15+ years of experience in Investor Relations, with a strong focus on Biotech, MedTech, healthcare, or life sciences.
• Ability to successfully manage multiple projects from conception to completion on deadline in a fast-paced team environment.
• Proven success in agency or consulting environments, with experience launching or scaling new business lines.
• Deep network within the investment community and Biotech/MedTech ecosystem.
• Exceptional communication, leadership, and strategic thinking skills; high standards of quality control.
• Demonstrated ability to operate within a leadership team and manage a team.
• Confident writer and presenter, comfortable in a variety of C-Suite scenarios, with ability to influence.
• Competent in technology-driven environments, including AI and various tools and platforms.
• Independent and collaborative; resourceful problem solver, quick learner.
• Committed to the success and growth of the entire team.
• Bachelor’s degree required;
• MBA or CFA preferred.

Required Skills

• Deep Biotech and MedTech expertise.
• Entrepreneurial experience in life sciences.
• Exceptional leadership capabilities.

Preferred Skills

• Experience in agency or consulting environments.
• Strong network within the investment community.