Investment Banking Associate - Healthcare M&ABulge Bracket Bank is seeking a highly motivated and experienced
Associate to join our dedicated healthcare investment banking team. This is a critical role for a professional with a proven track record in middle-market sell-side M&A who is looking to leverage their expertise in a fast-paced, high-deal-flow environment.
Key Responsibilities- Deal Execution: Lead the execution of sell-side M&A transactions, ensuring high-quality output across all phases of the deal lifecycle.
- Team Leadership: Manage and mentor analysts on deal teams, overseeing financial modeling, valuation analysis, and the preparation of marketing materials (CIMs, Teasers, etc.).
- Financial Excellence: Construct complex financial models and utilize healthcare-specific valuation methodologies to provide strategic insights.
- Client Interaction: Act as a primary point of contact for clients and senior-level professionals, delivering exceptional communication and strategic advice.
- Strategic Thinking: Apply deep industry knowledge of healthcare services and Healthcare IT (HCIT) to identify trends and solve complex transaction hurdles.
Qualifications & RequirementsWe are looking for candidates who possess a "deal-first" mentality and meet the following strict criteria:
- Experience: 4-6 years of investment banking experience, specifically within an elite boutique or bulge bracket firm.
- Education: Bachelor's degree in Finance, Business, Economics, Life Science, or a related field (Advanced degree preferred).
- M&A Track Record: Must have closed three or more sell-side M&A transactions.
- Training Background: Experience at a firm with 10+ professionals, ensuring exposure to formal training and structured deal teams.
- Licensing: Series 79 is required; Series 63 is preferred (open to discussion).
Specific Industry Experience- Primary Focus: Healthcare (Services and HCIT).
- Secondary Experience Considered: TMT, Consumer, Industrials, or Financial Sponsors (specifically PE Portfolio Company transactions).
- Exclusions: Experience in Real Estate, Public Finance, Power & Utilities, Public Markets, or Biotech Financings is not applicable for this role.
Eligibility Note- Candidates must have completed a 2 or 3-year full-time Analyst program.
- No MBA Associates, unless a full-time investment banking analyst program was completed prior to the MBA.
Skills & Professional Attributes- Advanced proficiency in Excel and financial modeling software.
- Exceptional analytical, problem-solving, and project management skills.
- A high level of professionalism, integrity, and obsessive attention to detail.
- Ability to prioritize effectively and thrive in a fast-paced environment.
