Healthcare M&A Investment Banking Associate

Job Title: 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.

Preferred Qualifications

• SIE License preferred.
• Client Series 79 License preferred.
• Client Series 63 License preferred.
• Experience across:
  • Healthcare Providers
  • Payers
  • Healthcare Technology
  • Life Sciences
  • Diagnostics
  • MedTech
• Strong exposure to middle-market healthcare transactions.

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.

Recruiter Submission Template


Full 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):