Associate, Healthcare - Investment Banking

Bank of Montreal • New York, NY

5d • $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

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees