Healthcare Investment Banking Analyst

Job Description

Cross Keys Capital, LLC is a nationally recognized middle-market investment bank specializing in merger and acquisition advisory services for privately held companies. Headquartered in Fort Lauderdale, Florida, the firm has advised on more than 200 transactions since 2010.

Our Healthcare Services team has deep experience advising independent physician practices and other healthcare organizations on strategic transactions. Cross Keys Capital offers a collaborative and entrepreneurial environment where professionals work closely with senior bankers and clients throughout all stages of the transaction process.

Position Overview:

The Analyst is a core member of our middle-market healthcare investment banking practice, responsible for the financial analysis, research, and transaction support that underpin every client engagement. Analysts work directly with Associates, Vice Presidents, Directors, and Managing Directors to deliver advisory services to healthcare organizations, physician groups, healthcare services companies, and related businesses across mergers and acquisitions (M&A) and other strategic advisory engagements.

This position is intended for a candidate with one to three years of prior healthcare investment banking, healthcare transaction advisory, or comparable healthcare finance experience who is prepared to operate with meaningful independence on modeling, diligence, and process management responsibilities.

The ideal candidate combines rigorous technical and analytical capabilities with strong written and verbal communication skills, exceptional attention to detail, and a genuine interest in the healthcare industry and the firm's continued growth.

Location: Fort Lauderdale, Florida — This is an in-office position based in Cross Keys Capital's Fort Lauderdale office. Candidates must be based in South Florida or willing to relocate to the area.

Key Responsibilities:

Financial Analysis & Valuation

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• Build, maintain, and audit detailed financial models.
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• Prepare valuation analyses using comparable public company and precedent transactions and clearly articulate the drivers and conclusions of that work.
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• Analyze historical and projected financial performance, normalize earnings and adjusted EBITDA, and identify the operational and reimbursement dynamics driving results.
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• Ensure the accuracy, internal consistency, and defensibility of all quantitative work product prior to review by senior team members.
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Transaction Execution

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• Support all aspects of transaction execution, including financial modeling, valuation analysis, due diligence, preparation of marketing materials, buyer and investor outreach, and coordination among clients, counterparties, and other advisors.
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• Draft confidential information memoranda, management presentations, teasers, board materials, and other transaction-related documents.
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• Manage buyer and investor tracking, outreach logs, and status reporting, and maintain virtual data rooms and diligence request lists throughout live processes.
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• Coordinate diligence responses among clients, legal counsel, quality of earnings providers, and other advisors, escalating issues to the deal team promptly and with a recommended course of action.
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• Assist in meeting transaction milestones, timelines, and deliverables efficiently and accurately.
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Client Support

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• Prepare accurate, well-organized materials and analyses that support client decision-making throughout the transaction process.
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• Participate in client calls and meetings, take clear notes, and complete follow-up items on a timely basis.
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• Develop a working familiarity with client operations, financial reporting, and strategic objectives in order to anticipate the information the deal team will need.
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Business Development

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• Support senior bankers in identifying, developing, and pursuing new business opportunities.
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• Prepare pitch materials, industry analyses, market maps, valuation benchmarking, and client proposals.
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• Conduct target screening and company profiling to support origination efforts across healthcare subsectors.
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• Attend industry conferences, networking events, and client meetings as appropriate.
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Industry Research & Expertise

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• Maintain current knowledge of healthcare industry trends, reimbursement developments, regulatory changes, valuation trends, and transaction activity.
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• Track and summarize relevant M&A activity, financing activity, and healthcare company performance across the firm's coverage areas.
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• Contribute research and analysis that supports the firm's industry expertise and competitive positioning.
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Marketing & Firm Development

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• Provide active support and initiative in the marketing of the firm's existing and emerging service offerings.
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• Assist in developing thought leadership, industry content, and case studies designed to expand the firm's market presence and brand recognition.
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• Maintain internal databases, transaction records, and marketing materials so that firm credentials remain accurate and current.
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Professional Development & Relationship Building

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• Build and maintain professional relationships with counterparties, advisors, and industry contacts encountered through live engagements.
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• Seek and apply feedback from senior team members, and take ownership of continued technical and professional development.
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• Contribute to a collaborative, high-performance culture focused on excellence and client service, including supporting the training of new Analysts and interns.
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Compliance

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• Ensure all activities are conducted in accordance with applicable regulatory requirements, firm policies, and compliance standards.
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• Maintain the highest standards of professionalism, integrity, and confidentiality in all client and firm interactions.
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Qualifications and Experience:

Education & Experience

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• Bachelor's degree in finance, accounting, economics, business, or a related field; strong academic record required.
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• One to three years of experience in investment banking, transaction advisory, valuation, corporate development, commercial banking, or a comparable analytical finance role.
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• Prior exposure to healthcare services, physician practices, provider organizations, or related subsectors required.
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• FINRA Series 79 license, or willingness to obtain them within the firm's prescribed timeframe.
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Technical Skills

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• Advanced proficiency in Microsoft Excel, including the construction and auditing of complex financial models, and advanced proficiency in Microsoft PowerPoint.
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• Working knowledge of accounting and financial statement analysis, valuation methodologies, and transaction structures.
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• Familiarity with financial, market data resources and CRM’s such as Capital IQ, Deal Cloud, Apollo.
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Personal Attributes

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• Exceptional attention to detail and a commitment to producing accurate, polished work product.
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• Strong written and verbal communication skills, with the ability to present analyses clearly to senior professionals and clients.
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• Effective organizational and project management skills, with the ability to manage multiple engagements and competing deadlines in a deadline-driven environment.
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• Sound judgment, intellectual curiosity, and a proactive, ownership-oriented approach to responsibilities.
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• Willingness to travel for client meetings, management presentations, and industry events as required.
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Note: CKC management may change or add to the responsibilities at any time.