Healthcare M&A Investment Banking Associate

Healthcare M&A Investment Banking Associate

Locations: Chicago, Illinois I New York, New York I San Francisco, California

Work Model: Onsite

Job Type: Full-Time

The 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 Responsibilities

M&A Execution & Financial Advisory

• Support execution of: Mergers & Acquisitions, Capital Raising, Strategic Advisory engagements
• Assist in managing active middle-market healthcare transactions.
• Develop and analyze: Financial models, Valuation analyses, Pitch books, CIMs, Management presentations
• Conduct industry, market, and company-specific research.

Healthcare Investment Banking Coverage

• Support healthcare industry verticals including: Healthcare Providers, Payers, Healthcare IT / HealthTech, Life Sciences, MedTech, Healthcare Services
• Assist senior bankers with sector coverage and client relationship management.
• Participate in strategic business development initiatives.

Transaction Management & Client Support

• Coordinate 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 & Leadership

• Mentor 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 Qualifications

Must-Have Skills

• Healthcare Investment Banking
• Mergers & Acquisitions (M&A)
• Financial Modeling
• Valuation Analysis
• Capital Raising
• Strategic Advisory
• Transaction Execution
• Financial Statement Analysis
• Pitch Book Preparation
• Due Diligence Coordination
• Client Relationship Management
• Business Writing & Communication
• Team Collaboration

Education

• Bachelor's Degree required.

Experience

• Minimum 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.

Work Environment

• Onsite 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.