Healthcare M&A Investment Banking Associate
Occupations:
Financial and Investment AnalystsFinancial Risk SpecialistsFinancial Specialists, All OtherFinancial ManagersInvestment Fund ManagersIndustries:
Other Investment Pools and FundsJunior CollegesOther Financial Investment ActivitiesInsurance and Employee Benefit FundsDepository Credit IntermediationJob Title: Healthcare M&A Investment Banking AssociateLocations: Chicago, Illinois I New York, New York I San Francisco, CaliforniaWork Model: OnsiteJob Type: Full-TimeThe ideal candidate will possess strong healthcare investment banking experience, deep M&A execution expertise, advanced financial analysis capabilities, and the ability to operate effectively in a fast-paced collaborative environment. This role supports healthcare provider, payer, healthcare IT, life sciences, medtech, and services sectors across a national investment banking platform.Key ResponsibilitiesM&A Execution & Financial AdvisorySupport execution of:Mergers & AcquisitionsCapital RaisingStrategic Advisory engagementsAssist in managing active middle-market healthcare transactions.Develop and analyze:Financial modelsValuation analysesPitch booksCIMsManagement presentationsConduct industry, market, and company-specific research.Healthcare Investment Banking CoverageSupport healthcare industry verticals including:Healthcare ProvidersPayersHealthcare IT / HealthTechLife SciencesMedTechHealthcare ServicesAssist senior bankers with sector coverage and client relationship management.Participate in strategic business development initiatives.Transaction Management & Client SupportCoordinate due diligence processes and transaction workflows.Interface with clients, attorneys, accountants, investors, and internal stakeholders.Assist with transaction execution timelines and deliverables.Support preparation of board materials and transaction documentation.Team Collaboration & LeadershipMentor and support analysts and junior bankers.Collaborate closely with VP-level and senior leadership teams.Contribute to a highly collaborative national healthcare M&A platform.Maintain high standards of execution quality and professionalism.Required QualificationsMust-Have SkillsHealthcare Investment BankingMergers & Acquisitions (M&A)Financial ModelingValuation AnalysisCapital RaisingStrategic AdvisoryTransaction ExecutionFinancial Statement AnalysisPitch Book PreparationDue Diligence CoordinationClient Relationship ManagementBusiness Writing & CommunicationTeam CollaborationEducationBachelor's Degree required.ExperienceMinimum 3+ years of direct healthcare investment banking experience.Strong M&A transaction execution experience required.Experience managing or mentoring junior bankers preferred.Experience within healthcare M&A environments strongly preferred.Preferred QualificationsSIE License preferred.Client Series 79 License preferred.Client Series 63 License preferred.Experience across:Healthcare ProvidersPayersHealthcare TechnologyLife SciencesDiagnosticsMedTechStrong exposure to middle-market healthcare transactions.Work EnvironmentOnsite investment banking environment.Fast-paced, transaction-driven deal execution platform.Collaborative national healthcare M&A team structure.Travel required as needed for client engagements and transaction execution.Recruiter Submission TemplateFull Name:Degree Major with University and Completion Year:Total Years of Investment Banking Experience:Total Years of Healthcare Investment Banking Experience:Total Years of M&A Transaction Experience:Experience Supporting:Mergers & Acquisitions:Capital Raising:Strategic Advisory:Experience within Healthcare Sectors:Providers:Payers:HealthTech / Healthcare IT:Life Sciences:MedTech / Diagnostics:Healthcare Services:Experience Building:Financial Models:Valuation Analyses:Pitch Books:CIMs:Board Presentations:Experience Managing Due Diligence Processes:Experience Coordinating Transaction Execution:Experience Mentoring Analysts / Junior Bankers:Experience Working on Middle-Market Transactions:Approximate Number of Closed Deals:Experience Working in Fast-Paced Investment Banking Environments:SIE License Status:Client Series 79 License Status:Client Series 63 License Status:Motivation / Reason for Relocation (if not local to Chicago, Illinois I New York, New York I San Francisco, California )Motivation / Reason for interest in this position:Contact Number:Email ID:LinkedIn Profile URL:Full Address (Street, City, State, Zip Code):Notice Period (in weeks):Current Work Authorization Status (US):Expected Salary:Are you able to relocate on your own expenses and work onsite in Chicago, Illinois I New York, New York I San Francisco, California (Yes/No):