Senior Manager, Strategy & Investor Relations

Globus Medical•Audubon, PA
•Onsite

About The Position

At Globus Medical, the Senior Manager, Strategy & Investor Relations supports execution of the Company’s strategy and investor relations initiatives. Reporting to the Senior Vice President, Strategy & Investor Relations, the role combines financial analysis, investor communications and cross-functional coordination to help investors understand the Company’s performance, strategy and long-term growth opportunities. The Senior Manager develops financial analyses, earnings materials, investor engagement plans, ownership analyses and related communications, and manages workflows for internal and external press releases, including product launches. Press releases are subject to strategic oversight and release authorization through the SVP, as well as required approvals from business owners, Finance, Legal and other reviewers. The successful candidate is a hands-on contributor who develops clear investor materials, interprets financial and market information, and builds reliable processes in a growing function. The role partners closely with Finance, business leaders, product teams and Business Development while exercising sound judgment and discretion. The position is onsite five days per week in Audubon, Pennsylvania, with travel as needed for investor meetings, conferences and Company events. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The job description is not an exhaustive list of duties; responsibilities and activities may change.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, Business or a related field.
  • Progressive experience in investor relations, equity research, investment banking, corporate finance or related work, including direct experience supporting public-company investor communications and earnings cycles.
  • Strong understanding of financial statements, valuation, capital markets and factors influencing institutional investment decisions.
  • Ability to interpret financial and operating information, assess consensus expectations and ownership trends, and translate findings into useful recommendations.
  • Advanced Excel and PowerPoint skills.
  • Excellent writing and presentation skills, including the ability to make complex financial, strategic and product information clear to an investor audience.
  • Working knowledge of public-company disclosure practices, including Regulation FD, material nonpublic information and forward-looking statements, and judgment to seek Finance and Legal guidance.
  • Professional credibility with investors, analysts, executives and business partners, and sound discretion in handling confidential information.
  • Ability to build processes and materials in an evolving function while personally delivering detailed analytical and communications work.
  • Strong ownership, attention to detail, ability to prioritize competing deadlines, identify gaps and follow through to completion.
  • Demonstrated ability to work effectively across Finance, Legal, Commercial, Product and Executive teams and manage multiple stakeholders, priorities and deadlines.
  • Position requires onsite work five days per week in Audubon, Pennsylvania, and travel as needed for investor meetings, conferences and Company events.
  • Ability to meet the listed physical demands: sit; climb or balance; stoop, kneel, crouch or crawl; regularly lift and/or move up to 10 pounds and occasionally up to 25 pounds; and possess the specified vision abilities.

Nice To Haves

  • MBA or CFA designation.
  • Medical technology or broader healthcare sector experience, with the ability to learn complex products, business models and industry dynamics.
  • Experience with investor intelligence platforms, financial research tools and contact management systems.

Responsibilities

  • Support execution of the investor relations plan and maintain the working IR calendar, coordinating earnings, investor meetings, conferences and other activities under the SVP’s direction.
  • Develop earnings releases, presentations, prepared remarks, anticipated questions and supporting analyses in partnership with the SVP and Finance, reconciling financial information to approved source materials.
  • Manage earnings preparation schedules, internal reviews, rehearsals, call logistics and service providers, ensuring executives are prepared and approved materials are ready for release.
  • Assist in developing clear, consistent investor messaging about business performance, growth drivers, capital allocation, innovation and integration progress.
  • Prepare executive briefing materials; coordinate investor and analyst meetings; track questions and follow-up; and coordinate responses to investor and analyst inquiries with the SVP and Finance.
  • Analyze shareholder ownership, institutional flows and investment styles using the Company’s IR platform and other reliable sources; identify opportunities to develop the long-term investor base.
  • Research and prioritize prospective investors, develop account profiles and outreach recommendations, and track engagement and ownership trends against agreed objectives.
  • Monitor analyst research, consensus estimates, peer performance, valuation and industry developments; synthesize implications and investor feedback for the SVP and leadership.
  • Maintain accurate investor records and engagement reporting, including meeting outcomes, follow-up actions, ownership trends and progress against the IR plan.
  • Coordinate intake, drafting, review and publication workflows for internal and external press releases, including product launches, ensuring all sources flow through the SVP.
  • Partner with originating business and product teams to develop releases, substantiate claims and align wording with the Company’s approved investor narrative while retaining subject-matter accuracy with relevant content owners.
  • Coordinate required financial review of external releases, including forward-looking statements, and applicable Legal, Regulatory, Medical or other specialist reviews.
  • Coordinate outside counsel and external accountant reviews through Legal and Finance when required.
  • Maintain controlled drafts, approval records, deadlines and release calendars; resolve or escalate conflicting edits and secure renewed review when substantive changes affect prior approvals.
  • Coordinate publication through designated channels after required approvals and SVP or authorized-delegate release authorization; maintain IR website content and consistency across related release materials.
  • Adhere to the letter and spirit of the Company Code of Conduct, the AdvaMed Code, MedTech Code and other Company policies.
  • Complete introductory and annual compliance training and maintain knowledge of applicable governmental laws, rules and regulations in the United States and internationally as they apply to the role.
  • Represent the Company professionally and uphold ethical business practices and socially responsible conduct in interactions with employees, customers, suppliers and other third parties.
  • Work effectively across Finance, Legal, Commercial, Product and Executive teams to support investor relations objectives; manage stakeholders and deadlines while maintaining accuracy and professionalism.
  • Exercise sound judgment within established guidelines and appropriately escalate disclosure, approval or strategic matters.
  • Identify opportunities to improve processes, reporting and coordination across investor relations activities.
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