Investment Banking Associate, Healthcare

Overview

As an Investment Banking Associate in the Healthcare Group, you support and drive client engagements across M&A, capital raises, and strategic advisory. You will manage day-to-day transaction processes, oversee analyses, and coordinate diligence while guiding Analysts. You’ll contribute directly to client strategies and materials, operating in a fast-paced, collaborative environment. This role offers exposure to senior bankers, healthcare executives, and growth opportunities within a trusted, independent partnership.

Responsibilities

• Lead execution workstreams for M&A, private capital raising, and strategic advisory assignments
• Develop and review complex financial models (operating, merger, LBO, valuation)
• Apply and oversee valuation methodologies (comps, precedent transactions, DCF)
• Coordinate financial, operational, and due diligence processes
• Manage client, investor, and advisor interactions throughout deal execution
• Evaluate performance, positioning, growth opportunities, and transaction risks
• Support senior bankers with transaction strategy and client recommendations
• Review materials to ensure accuracy and quality of deliverables
• Participate in client meetings and management presentations
• Mentor and supervise Analysts and junior team members
• Contribute to business development and client coverage efforts
• Ensure compliance with regulations and firm policies

Key requirements

• Bachelor’s degree or equivalent with strong academic record
• Experience in investment banking, corporate finance, or related fields
• Strong understanding of accounting, finance, valuation, and financial statement analysis
• Advanced financial modelling and analytical capabilities
• Exceptional written, verbal, and presentation skills
• Advanced proficiency in Microsoft Excel and PowerPoint
• Strong project management and organizational abilities
• Ability to manage multiple workstreams and priorities
• Demonstrated leadership potential and mentoring ability
• Interest in healthcare and healthcare innovation

• strong communication and presentation skills
• client service orientation
• collaboration and teamwork
• advanced financial modelling
• valuation methodologies (DCF, comps, precedent transactions)
• due diligence coordination

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