Bulge Bracket Healthcare Associate
On-site · New York City, New York, United States
Job Summary
Lead the execution of sell-side healthcare M&A transactions and mentor analysts on deal teams. Build complex financial models and healthcare-specific valuation approaches; prepare marketing materials (CIMs, Teasers). Serve as primary client contact and apply deep healthcare (Services and HCIT) industry knowledge to identify trends and resolve transaction challenges. Requires 4-6 years of investment banking experience in elite settings, a Bachelor’s degree in finance/business/economics/life sciences, and Series 79 (Series 63 preferred); strong Excel/modeling and project-management skills; ability to thrive in a fast-paced deal-driven environment.
Required Qualifications
- 4-6 years of investment banking experience at an elite boutique or bulge bracket firm
- Bachelor’s degree in Finance, Business, Economics, Life Science, or related field (Advanced degree preferred)
- Closed three or more sell-side M&A transactions
- Experience at a firm with 10+ professionals, ensuring exposure to formal training and structured deal teams
- Licensing: Series 79 is required; Series 63 preferred (open to discussion)
- Primary focus on Healthcare (Services and HCIT); secondary experience in TMT, Consumer, Industrials, or Financial Sponsors (PE Portfolio Company transactions)
- Eligibility: completed a 2 or 3-year full-time Analyst program
- No MBA Associates unless completed full-time analyst program prior to MBA
Additional Requirements
- Exclusions: Real Estate, Public Finance, Power & Utilities, Public Markets, or Biotech Financings not applicable for this role
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