Investment Banking Sr Analyst / Associate - Healthcare


New York
Permanent
USD125000 - USD175000
Investment Banking
PR/552865_1752766463
Investment Banking Sr Analyst / Associate - Healthcare

About the Firm

My client is a growing boutique investment bank based in New York, focused on providing high-touch M&A advisory services to middle-market companies. The firm is known for its deep sector expertise, collaborative culture, and strong track record of successful transactions.

Position Overview

My client is seeking a highly motivated Senior Analyst or Associate (1 or 2) to join their M&A advisory team. The ideal candidate will have a strong background in middle-market sell-side transactions, with a preference for experience in healthcare, TMT, consumer, industrials, or financial sponsors. This role offers the opportunity to work closely with senior bankers and clients in a fast-paced, entrepreneurial environment.

Key Responsibilities

  • Support and lead the execution of sell-side M&A transactions from start to finish.
  • Build and review detailed financial models and valuation analyses (DCF, LBO, precedent transactions, etc.).
  • Prepare client presentations, pitch materials, and marketing documents (CIMs, management presentations).
  • Conduct industry and company-specific research and analysis.
  • Coordinate due diligence processes and manage data rooms.
  • (Associate-level only) Manage analysts and contribute to team development.
  • Interface directly with clients, buyers, and other stakeholders.

Qualifications

Senior Analyst

  • Minimum 2 years of investment banking analyst experience.
  • Master's degree preferred.
  • Experience in middle-market sell-side M&A.
  • Industry exposure in healthcare, TMT, consumer, industrials, or financial sponsors.
  • Must have closed at least one sell-side M&A transaction.
  • Experience at a firm with 10+ professionals and structured deal teams.
  • Series 79 license required; Series 63 a plus.

Associate (Level 1 or 2)

  • Completed a 2- or 3-year analyst program.
  • 4-6 years of total investment banking experience, with a strong focus on sell-side healthcare M&A.
  • Must have closed 3+ sell-side M&A transactions and managed analysts on deal teams.
  • Deep understanding of the healthcare sector, including services and IT.
  • Strong financial modeling and valuation skills; Excel proficiency required.
  • Excellent communication, presentation, and project management skills.
  • Experience at a firm with 10+ professionals and structured training.
  • Series 79 and 63 licenses required.
  • Bachelor's degree in Finance, Business, Economics, or Life Sciences; advanced degree preferred.

Additional Information

  • This is a full-time, on-site position based in New York.
  • Compensation is competitive and commensurate with experience.
  • My client offers a collaborative and entrepreneurial work environment with significant exposure to senior leadership and clients.

FAQs

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