Associate, Healthcare - Investment Banking

BMO•New York, NY

6d•$175,000 - $200,000

About The Position

BMO Capital Markets is seeking a highly motivated Investment Banking Associate to join its Healthcare Investment Banking team in New York. The Associate will play a critical role in the execution of M&A, capital markets, and strategic advisory transactions across the healthcare sector, working closely with senior bankers and product partners on complex, high‑impact mandates. The Healthcare group advises clients across healthcare services, health‑tech and digital health, medical technology, and life sciences & biopharma, providing a full suite of M&A and financing solutions.

Requirements

2–5 years of experience in investment banking or a closely related field with significant financial analysis and transaction exposure.
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
Strong financial modeling and valuation skills, including experience with M&A and leveraged finance structures
Demonstrated interest in and understanding of the healthcare industry; prior healthcare experience is a plus
Excellent analytical, quantitative, and problem‑solving skills
Ability to manage multiple workstreams under tight deadlines in a fast‑paced environment
Strong written and verbal communication skills, with the ability to present clearly to senior bankers and clients
High attention to detail, strong work ethic, and a collaborative, team‑oriented mindset

Responsibilities

Support the execution of buy‑side and sell‑side M&A, equity and debt financings, leveraged buyouts, and strategic advisory assignments within the healthcare sector
Build and review detailed financial models, including operating models, valuation analyses (public comps, precedent transactions, DCF analysis), LBO models, and pro forma capitalization structures
Prepare and coordinate client presentations, pitch books, management presentations, information memoranda, and board materials
Draft and review transaction-related materials, including credit memos, committee materials, and diligence summaries, in coordination with capital markets and product partners
Conduct in‑depth industry, company, and financial analysis across healthcare subsectors such as healthcare services, health‑tech, medical technology, and life sciences
Manage execution workstreams, including due diligence coordination, data room management, and interaction with legal, accounting, and other advisors
Mentor and review work product of Analysts, ensuring accuracy, consistency, and high-quality output
Work closely with senior bankers to support client coverage, idea generation, and ongoing relationship management