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Equity Research Analyst/ Associate - Medical Technology & Devices

New York, New York

Job Description:

The Medtech team currently covers 35-listed companies across a broad range of industries and subsectors within the medical technology sector including cardiology, ophthalmology, orthopedics, diabetes, surgical robotics, general surgery, neurosurgery and several others. In addition to coverage of publicly traded companies, the team regularly vets a number of private device companies for potential IPOs.

The candidate for the position should be intellectually curious and have a deep desire to learn. Although neither a basic science or direct medical background is required, it is very desirable as it shortens the learning curve and facilitates communication with companies and clients. Given the team’s heavy vetting load and fast-paced nature of the medical device information cycle, the candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills.

The ideal candidate possesses experience in Medtech sell-side research or healthcare investment banking with a medical degree or medical or industry background. Medical areas of experience that are most valuable would be cardiovascular interventional medicine and diabetes.

The candidate will work alongside Senior Analysts and Associates in all aspects of the research process, from idea generation to modeling, including but not limited to the following:

  • Perform complex financial modeling & valuation work
  • Write regular industry and company reports and company launch initiations from scratch
  • Develop databases integral to our research product
  • Demonstrate strong industry knowledge and business judgment
  • Work with Senior Analysts to develop key industry themes
  • Build relationships and facilitate information flow with contacts at covered companies
  • Participate and contribute to client meetings and events
  • Attend meetings and interact with key opinion leaders
  • Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling
  • Seek out new, unusual sources of information
  • Leverage our robust network of industry contacts
  • Interact regularly with clients


  • Bachelor’s Degree or equivalent years of experience. Medical degree not necessary but desired
  • Min 3 years of experience in research, banking or buy/sell side experience focusing in the Medtech/healthcare space (Specifically areas of experience in cardiovascular interventional medicine and diabetes)
  • Experience with Bloomberg and/or Factset tools a distinct positive
  • Major(s) and areas of academic excellence must include Accounting and Finance
  • Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel
  • Must enjoy working in industry databases and websites, and doing desktop and field research
  • Along with Finance and Accounting, should have a basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
  • Must have strong modeling skills
  • Must have excellent communication skills, written and verbal
  • Must have strong attention to detail, ability to multi-task


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time

New York pay and benefits information

New York pay range:

$110,000 - $160,000 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Street Address

Primary Location:
ONE BRYANT PARK, NY, New York, 10036