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Healthcare M&A Investment Banking Associate
Veracity Software Inc
๐บ๐ธ United States
On-site
Manager or above
4 months ago
- SIE
- Series 63
4 months ago
Not enough detail in this posting to match
Locations:Chicago, Illinois I New York, New York I San Francisco, California
Work Model: Onsite
Job Type: Full-Time
The ideal candidate will possess strong healthcare investment banking experience, deep M&A execution expertise, advanced financial analysis capabilities, and the ability to operate effectively in a fast-paced collaborative environment. This role supports healthcare provider, payer, healthcare IT, life sciences, medtech, and services sectors across a national investment banking platform.
Key Responsibilities
M&A Execution & Financial Advisory
- Support execution of:
- Mergers & Acquisitions
- Capital Raising
- Strategic Advisory engagements
- Assist in managing active middle-market healthcare transactions.
- Develop and analyze:
- Financial models
- Valuation analyses
- Pitch books
- CIMs
- Management presentations
- Conduct industry, market, and company-specific research.
- Support healthcare industry verticals including:
- Healthcare Providers
- Payers
- Healthcare IT / HealthTech
- Life Sciences
- MedTech
- Healthcare Services
- Assist senior bankers with sector coverage and client relationship management.
- Participate in strategic business development initiatives.
- Coordinate due diligence processes and transaction workflows.
- Interface with clients, attorneys, accountants, investors, and internal stakeholders.
- Assist with transaction execution timelines and deliverables.
- Support preparation of board materials and transaction documentation.
- Mentor and support analysts and junior bankers.
- Collaborate closely with VP-level and senior leadership teams.
- Contribute to a highly collaborative national healthcare M&A platform.
- Maintain high standards of execution quality and professionalism.
Must-Have Skills
- Healthcare Investment Banking
- Mergers & Acquisitions (M&A)
- Financial Modeling
- Valuation Analysis
- Capital Raising
- Strategic Advisory
- Transaction Execution
- Financial Statement Analysis
- Pitch Book Preparation
- Due Diligence Coordination
- Client Relationship Management
- Business Writing & Communication
- Team Collaboration
- Bachelor's Degree required.
- Minimum 3+ years of direct healthcare investment banking experience.
- Strong M&A transaction execution experience required.
- Experience managing or mentoring junior bankers preferred.
- Experience within healthcare M&A environments strongly preferred.
- SIE License preferred.
- Client Series 79 License preferred.
- Client Series 63 License preferred.
- Experience across:
- Healthcare Providers
- Payers
- Healthcare Technology
- Life Sciences
- Diagnostics
- MedTech
- Strong exposure to middle-market healthcare transactions.
- Onsite investment banking environment.
- Fast-paced, transaction-driven deal execution platform.
- Collaborative national healthcare M&A team structure.
- Travel required as needed for client engagements and transaction execution.
Full Name:
Degree Major with University and Completion Year:
Total Years of Investment Banking Experience:
Total Years of Healthcare Investment Banking Experience:
Total Years of M&A Transaction Experience:
Experience Supporting:
- Mergers & Acquisitions:
- Capital Raising:
- Strategic Advisory:
- Providers:
- Payers:
- HealthTech / Healthcare IT:
- Life Sciences:
- MedTech / Diagnostics:
- Healthcare Services:
- Financial Models:
- Valuation Analyses:
- Pitch Books:
- CIMs:
- Board Presentations:
Experience Coordinating Transaction Execution:
Experience Mentoring Analysts / Junior Bankers:
Experience Working on Middle-Market Transactions:
Approximate Number of Closed Deals:
Experience Working in Fast-Paced Investment Banking Environments:
SIE License Status:
Client Series 79 License Status:
Client Series 63 License Status:
Motivation / Reason for Relocation (if not local toChicago, Illinois I New York, New York I San Francisco, California)
Motivation / Reason for interest in this position:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, Zip Code):
Notice Period (in weeks):
Current Work Authorization Status (US):
Expected Salary:
Are you able to relocate on your own expenses and work onsite inChicago, Illinois I New York, New York I San Francisco, California(Yes/No):
Healthcare M&A Investment Banking Associate ยท Veracity Software Inc