Healthcare Investment Banking Associate

Fifth Third Bank • Nashville, TN

3d • $82,100 - $172,500 • Onsite

About The Position

The Investment Banking Associate II performs a wide range of complex analytical and high-level support functions. With limited supervision, applies analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams. Produce high quality analysis and presentation materials. A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials. A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) preferred but not required.
• 5–7 years of total relevant investment banking, capital markets or corporate finance experience, including prior Associate-level responsibilities; internal promotion candidates typically have 5–7 total years’ experience.
• Proven project leadership across multiple concurrent transactions with tight deadlines; ability to manage across senior bankers and external advisors.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.
• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.
• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Nice To Haves

• MBA or relevant advanced degree/certification (e.g., CFA) preferred but not required.
• Execution Leadership: Anticipate roadblocks, manage critical paths, and ensure on-time, on-quality delivery across complex engagements.
• Client Impact: Elevate client dialogue with insights on valuation, credit, process strategy, and market dynamics.
• Commercial Acumen: Support origination with idea generation and by identifying cross-sell opportunities across the platform.
• Team Building: Develop junior talent through structured feedback, training moments, and role-modeling of best practices.
• Risk Management: Proactively identify and mitigate operational, reputational, and compliance risks.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete basic credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact with all important constituencies in the course of executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level