Healthcare M&A Investment Banking Associate

the Role: This • San Francisco, CA

3d • Onsite

About The Position

This is an Associate-level investment banking role within the Healthcare M&A practice, focusing on mergers & acquisitions, capital raising, and strategic advisory mandates. The team covers a broad range of healthcare sectors, including providers/services, payers, health information technology, and life sciences/medtech. The practice is highly active, executing 40+ transactions per year with a collaborative, non-regional team structure. Associates work across all seniority levels (Analyst through VP) and are supported by a deep bench of approximately 80 bankers, 30 of whom are analysts.

Requirements

• Minimum 3 years of experience in investment banking, with direct M&A transaction experience required.
• Prior experience managing and training junior bankers.
• Strong academic background (Bachelor's degree required).
• Excellent written communication and financial analysis skills.
• Demonstrated ability to perform in a fast-paced, team-oriented environment.
• Strong work ethic and willingness to travel when required.

Nice To Haves

• Healthcare investment banking experience is strongly preferred.
• FINRA SIE, Series 79, and Series 63 licenses preferred; candidates without them are encouraged to apply.

Responsibilities

• Execute day-to-day investment banking mandates, including M&A transactions, capital raises, and strategic advisory assignments.
• Support sector coverage activities and contribute to business development efforts.
• Manage and train junior investment banking professionals (analysts and junior associates).
• Conduct financial analysis, valuation modeling, and business writing in support of client engagements.
• Engage with healthcare industry verticals, including providers/services, payers, health IT, and life sciences/medtech.
• Travel as needed to support client and deal activity.

What This Job Offers

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