Investment Banking Associate Healthcare

Skills

About the Role

You will support new business development and transaction execution by conducting financial and valuation analyses, building models, and performing research and due diligence. You will prepare proposals and presentations, participate in client meetings, communicate analysis results, and help develop marketing materials. You will monitor industry trends, identify process improvements, manage client relationships, and provide on-the-job training and feedback to analysts and summer interns. You will ensure your work complies with applicable rules, regulations, policies, and procedures.

Requirements

• Bachelor's degree.
• MBA preferred.
• Internship or prior work experience in the financial services industry preferred.
• Analytical ability.
• Mathematical, writing, verbal, and computer skills.
• Ability to adapt to new tasks with little notice.
• Ability to manage senior banker expectations while working on multiple projects.
• Leadership and coaching skills.
• Understanding of accounting and finance.
• Sound judgment.

Responsibilities

• Perform financial and valuation analyses for mergers, acquisitions, and capital-raising transactions.
• Review and guide analysts' work.
• Build advanced financial models to value clients and industries.
• Lead due diligence, research, analysis, and documentation for potential and live transactions.
• Identify potential deal issues and communicate concerns to team members.
• Develop presentations and test hypotheses to communicate financial analysis and research results.
• Develop and deliver proposals and presentations to clients and prospects.
• Create marketing materials with analysts.
• Participate in client meetings and drafting sessions.
• Research industries and sectors, monitor industry drivers, and provide business-trend insights.
• Evaluate and improve BIC content.
• Identify process improvements and propose efficiency solutions.
• Build client relationships and communicate with finance and accounting staff.
• Assess macroeconomic factors affecting client industries and investment banking products.
• Train analysts, provide constructive feedback, and improve analyst and summer intern work products.
• Ensure compliance with applicable rules, regulations, policies, and procedures.
• Complete additional responsibilities as requested.