3-5 years of post-undergraduate investment banking experience in healthcare
Strong analytical, quantitative, and financial modeling skills
Outstanding verbal and written communication skills
Ability to work effectively in a high-pressure team environment
Demonstrated leadership and initiative qualities
Advanced proficiency in Microsoft Office suite
Must obtain SIE, Series 79, and Series 63 within 30 days if not already certified
Responsibilities
Support M&A, capital raising, and financial advisory deal processes
Create financial models and draft marketing materials
Participate in client presentations and training
Manage Analysts and identify training opportunities
Monitor quality of work and provide feedback
Contribute to various projects with a focus on client impact
Develop core investment banking knowledge in a collaborative team
Benefits
Medical, Dental, and Vision Insurance
Long and Short Term Disability Insurance
Life Insurance
Pet Insurance
Health Savings Account
401(k) Retirement Plans
Pre-Tax Commuter Benefits
Full Job Description
The Role
As an Associate on the Healthcare team, you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth.
Position RequirementsQualities we seek include:
An unwavering commitment to excellence and a high degree of maturity
A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment
An outstanding academic record
The ability to work as part of a team in an environment that demands excellence, time and energy
Personal integrity, initiative and leadership qualities
Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus
Strong multi-tasking and time management skills
Highly proficient with Microsoft Office suite
At least 3-5 years post undergraduate investment banking work experience supporting deals and pitches within the healthcare sector
SIE, Series 79, Series 63 (either must have or must take exams within 30 days of start date)
Long Term Disability, Short Term Disability, Life Insurance
Pet Insurance
Health Savings Account
Retirement Plans (401K)
Pre-Tax Commuter Benefits
Working Arrangement
Please note this position will operate in a hybrid capacity with four days on-site in our office (Monday - Thursday) with the option to work from home on Fridays
