Investment Banking Associate, Healthcare

Dartmouth Partners

New York, NY0–2 yrs6h agovia LinkedIn

Opportunity to advise healthcare companies on M&A transactions, capital raises, and other strategic initiatives.
Join a highly active team and take on meaningful responsibility across transaction execution, financial analysis, client materials, and junior team management.
The team is open to candidates with direct investment banking experience, as well as professionals from adjacent transaction-oriented backgrounds who possess strong technical skills, a working knowledge of the M&A process, and relevant healthcare industry exposure.

Exposure to M&A, capital raising, and strategic advisory transactions within healthcare.
Meaningful interaction with clients, management teams, and other transaction stakeholders.
Significant responsibility within lean deal teams.
Direct mentorship from senior bankers.
The opportunity to supervise and develop junior team members.
A clear path toward increased execution, client management, and leadership responsibilities.

Manage the day-to-day execution of M&A, capital raising, and strategic advisory assignments.
Develop, review, and maintain detailed financial models, valuation analyses, and transaction materials.
Prepare client presentations, confidential information memoranda, management presentations, board materials, and other marketing documents.
Coordinate due diligence processes and manage communications among clients, investors, legal counsel, accountants, and other advisors.
Conduct industry, company, and market research to support transaction execution and business development initiatives.
Manage multiple workstreams and maintain a high standard of accuracy across concurrent engagements.
Supervise, mentor, and review the work of Analysts.
Contribute effectively from an early stage while developing familiarity with the team’s internal processes and standards.

Strongest candidates will combine healthcare industry experience, strong technical capabilities, and familiarity with the M&A process.
The team is particularly interested in candidates who can transition into the role quickly and contribute to live transaction execution with limited foundational training.

Investment banking experience involving healthcare M&A or broader healthcare advisory.
M&A investment banking experience in another industry, combined with prior healthcare exposure.
Transaction advisory or financial due diligence experience, particularly within a Big Four or similarly recognized professional services firm.
Valuation experience involving healthcare companies, transactions, or assets.
Corporate development or strategic finance experience within a healthcare company.
Other transaction-oriented experience that provides a strong foundation in financial analysis, valuation, due diligence, and M&A execution.

Prior experience at the Analyst or Associate level within investment banking, transaction advisory, financial due diligence, valuations, corporate development, or another relevant transaction-focused environment.
Demonstrable healthcare industry experience, which may come from investment banking, advisory, consulting, corporate development, or an operating company.
Strong financial modeling, accounting, and valuation capabilities.
Familiarity with the M&A process and the ability to understand how a transaction progresses from initial preparation through due diligence and closing.
Experience supporting or managing due diligence and transaction execution workstreams.
Ability to step into an execution-oriented role and contribute with limited technical or foundational training.
Excellent analytical, written, verbal, and interpersonal communication skills.
Strong attention to detail and a consistent commitment to high-quality work.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Bachelor’s degree with a strong academic track record.

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