Healthcare M&A Investment Banking Associate

Job Title: Healthcare M&A Investment Banking Associate

Locations: Onsite- Chicago IL New York NY San Francisco CA

Position Type: Full-Time New Opening

Relocation: Regional Assistance Available

Compensation: USD $175000 $225000 / year (Base) Discretionary Bonus

Sponsorship: Not Available

Position Overview

As a Healthcare M&A Investment Banking Associate you will provide day-to-day execution of complex mandates including mergers and acquisitions capital raising and strategic advisory assignments. This role is central to a highly active middle-market platform that completes over 40 deals annually across a broad range of sectors including healthcare providers payers HealthTech and life sciences/medtech.

You will join a collaborative non-regional team structure where you will work across various verticals and benefit from a deep bench of analyst support. This position offers a clear career progression with a tiered base salary structure:

• Associate I: $175000
• Associate II: $200000
• Associate III: $225000

Key Responsibilities

• Execution: Lead the day-to-day execution of M&A transactions and strategic financial solutions for both corporate and not-for-profit healthcare clients.
• Sector Coverage: Support sector coverage and business development initiatives within healthcare services and technology.
• Leadership: Manage and train junior investment bankers (analysts) to ensure high-quality deliverables and professional growth.
• Financial Analysis: Utilize advanced financial modeling and business writing skills to support client needs and capital-raising efforts.
• Strategic Advisory: Deliver innovative solutions by leveraging a deep understanding of healthcare constituencies and industry trends.

Qualifications & Requirements

Must-Haves:

• Experience: 3 years of direct investment banking experience specifically focused on M&A.
• Education: Bachelors degree is required; a strong academic background is essential.
• Skills: Proven expertise in financial analysis and excellent business writing capabilities.
• Work Ethic: Outstanding work ethic and the ability to thrive in a fast-paced team-oriented environment.
• Travel: Willingness to travel as necessary for client engagements and deal execution.

Preferred Skills & Licenses:

• Sector Expertise: Previous experience in Healthcare Investment Banking (IB).
• Licensing: SIE Series 79 and 63 licenses are highly preferred.

Benefits & Workspace

• Variable Compensation: Eligibility for discretionary incentive compensation in addition to base salary.
• Environment: A workspace approach that prioritizes in-office presence while offering flexible options for mobile work when effective.
• Inclusion: We are committed to an inclusive culture and provide equal consideration to all qualified applicants regardless of protected characteristics.