Job Description
Associate Position
• Completed a 2 or 3-year analyst program.
• No MBA Associates (unless they completed a full time investment banking analyst program before the MBA program)
• Primarily middle market sell-side experience – public markets, biotech financings NOT applicable
• Candidates with the following industry experience:
o TMT (Technology, Media and Telecommunications)
o Consumer
o Industrials
o Financial Sponsors (especially if they've worked on PE Portfolio Company transactions) (and obviously healthcare as the first pick, if we can find someone).
Please Note: Real Estate, Public Finance, or Power and Utilities background likely do not have the same M&A experience we need.
• Closed three or more sell-side M&A transactions and worked on deal teams where they've managed an analyst
• A firm of more than 10 people – real training, real deal teams
• Licensed
o 79 is required
o 63 is a required (open to discussion)
• Bachelor's degree in Finance, Business, Economics, Life Science or a related field. advanced degree preferred.
• Minimum of 4-6 years of experience in investment banking, with a focus on sell-side healthcare M&A transactions. Experience in an elite boutique investment bank or bulge bracket firm is highly desirable.
• Strong financial modeling and valuation skills, including proficiency in Excel and financial modeling software. Knowledge of healthcare industry-specific valuation methodologies is a plus.
• Deep understanding of the healthcare sector, including sub-sectors such as healthcare services, and healthcare IT.
• Excellent analytical, problem-solving, and strategic thinking abilities.
• Exceptional communication and presentation skills, with the ability to effectively interact with clients and senior-level professionals.
• Proven track record of successfully executing M&A transactions, including buy-side and sell-side deals within the healthcare industry.
• Strong project management and organizational skills, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• High level of professionalism, integrity, and attention to detail.
