Healthcare M&A Investment Banking Associate
Job Description:
Healthcare M&A Investment Banking Associate
Location: New York, NY
Salary Range: $175,000 to $225,000 per year
Position Summary
A specialized healthcare-focused investment banking practice is seeking a highly motivated and analytically driven Healthcare M&A Investment Banking Associate to join its growing team in New York, NY. This is an exceptional opportunity for a finance professional who is passionate about the intersection of healthcare and capital markets. The healthcare sector continues to experience unprecedented transformation, driven by demographic shifts, technological innovation, regulatory evolution, and consolidation across provider, payer, pharmaceutical, medical device, and health technology subsectors. As a result, healthcare M&A advisory activity remains one of the most dynamic and intellectually stimulating areas within investment banking today.
In this role, you will work directly alongside senior bankers to execute complex mergers, acquisitions, divestitures, and strategic advisory assignments for a diverse portfolio of healthcare clients. You will play a meaningful role in shaping transaction strategy, building sophisticated financial models, and crafting compelling presentations that drive high-stakes decisions. This position offers significant career acceleration, direct client exposure, and a clear pathway toward Vice President promotion for high performers. If you thrive in a fast-paced, high-accountability environment and want to build deep sector expertise in one of the most consequential industries in the global economy, this role represents an outstanding career opportunity.
Core Responsibilities
Must-Have Requirements
Benefits and Perks
Location: New York, NY
Salary Range: $175,000 to $225,000 per year
Position Summary
A specialized healthcare-focused investment banking practice is seeking a highly motivated and analytically driven Healthcare M&A Investment Banking Associate to join its growing team in New York, NY. This is an exceptional opportunity for a finance professional who is passionate about the intersection of healthcare and capital markets. The healthcare sector continues to experience unprecedented transformation, driven by demographic shifts, technological innovation, regulatory evolution, and consolidation across provider, payer, pharmaceutical, medical device, and health technology subsectors. As a result, healthcare M&A advisory activity remains one of the most dynamic and intellectually stimulating areas within investment banking today.
In this role, you will work directly alongside senior bankers to execute complex mergers, acquisitions, divestitures, and strategic advisory assignments for a diverse portfolio of healthcare clients. You will play a meaningful role in shaping transaction strategy, building sophisticated financial models, and crafting compelling presentations that drive high-stakes decisions. This position offers significant career acceleration, direct client exposure, and a clear pathway toward Vice President promotion for high performers. If you thrive in a fast-paced, high-accountability environment and want to build deep sector expertise in one of the most consequential industries in the global economy, this role represents an outstanding career opportunity.
Core Responsibilities
- Lead the development and maintenance of detailed financial models, including DCF, LBO, merger consequence, and comparable company analyses specific to healthcare transactions
- Prepare pitch books, confidential information memoranda, management presentations, and other transaction materials for client engagements
- Conduct comprehensive industry research and competitive landscape analyses across healthcare subsectors including hospitals, physician groups, behavioral health, life sciences, and digital health
- Coordinate due diligence processes, manage data rooms, and interface with legal, accounting, and operational advisors throughout transaction execution
- Support senior bankers in client meetings, calls, and relationship development activities
- Identify and evaluate potential acquisition targets and strategic partners on behalf of sell-side and buy-side clients
- Monitor healthcare industry trends, regulatory developments, and public market activity to generate actionable insights and new business opportunities
- Mentor and provide guidance to junior analysts within the team
Must-Have Requirements
- Bachelor's degree in finance, economics, accounting, or a related field; MBA strongly preferred
- Two to four years of investment banking experience, with demonstrated deal execution experience in M&A advisory
- Prior exposure to healthcare sector transactions is highly preferred
- Advanced proficiency in financial modeling and valuation methodologies
- Strong command of PowerPoint and Excel in a professional transaction context
- Exceptional written and verbal communication skills with the ability to synthesize complex information clearly
- Proven ability to manage multiple workstreams simultaneously under tight deadlines
- High attention to detail and a commitment to delivering polished, accurate work product
- Series 79 and Series 63 licenses preferred or willingness to obtain upon hire
Benefits and Perks
- Competitive all-in compensation between $175,000 and $225,000 annually, inclusive of base salary and performance bonus
- Comprehensive medical, dental, and vision insurance coverage effective from day one of employment
- Generous paid time off policy plus firm-recognized holidays
- 401(k) retirement plan with employer matching contributions
- Sponsored licensing and continuing professional education reimbursement
- Annual wellness stipend and access to mental health support resources
- Parental leave for all new parents regardless of gender
- Regular team events, networking opportunities, and formal mentorship programming designed to accelerate your professional development