TripleTree - Investment Banking Associate

Investment Banking Associate

TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed.

Our Associates perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development.

General Responsibilities

• Preparing, analyzing, and explaining historical and projected financial information
• Managing and assisting in the preparation of financial models and business valuations
• Conducting industry and company-specific business due diligence
• Creating client marketing presentations, memoranda, and deliverables
• Attending client meetings
• Drafting and collaborating on pitch presentations
• Developing an understanding of the underlying trends that affect the Healthcare industry
• Coordinating and managing the creation of industry research publications
• Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships
• Assisting in the management and mentoring of Analyst team members

Basic Qualifications

• Bachelor's degree or Military Experience
• At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions

Preferred Qualifications

• Bachelor's degree in finance, accounting, business, or economics
• At least 4 years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space
• At least 2 years of sell-side M&A experience
• Financial modeling experience, including experience building detailed operating models
• Strong analytical and quantitative skills
• Knowledge of general accounting and finance principles
• FINRA Licenses - Series 63, Series 79, SIE

At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position.