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
Manage priorities while working on a number of high priority opportunities simultaneously
Complete basic credit and corporate finance overview and analysis independently

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
Proven project leadership across multiple concurrent transactions with tight deadlines
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

Healthcare Investment Banking Associate

Key skills