Associate, Investment Banking

About the Role

Moelis & Company is seeking an experienced Associate to join their Healthcare Services team in New York. This role involves being a core member of transaction teams, focusing on financial analysis and execution for M&A, financing, and strategic advisory assignments within healthcare providers, outsourced services, and healthcare technology businesses.

Key Responsibilities

• Build and review financial and valuation models, including operating forecasts, discounted cash flow, comparable company and precedent transaction analyses, and transaction scenarios.
• Assess business models, competitive positioning, and growth opportunities of healthcare services companies, translating findings into forecasts and valuation conclusions.
• Prepare client presentations, marketing materials, and transaction analyses.
• Support M&A, financing, and strategic advisory execution, including due diligence, data gathering, process coordination, documentation, and communication.
• Research healthcare services markets, participants, transaction activity, and investor priorities to generate origination ideas.
• Ensure accuracy and timeliness of analytical workstreams, direct, review, and develop Analysts, and coordinate with senior bankers and other teams.
• Build relationships with management teams, financial sponsors, and other industry participants.

Requirements & Tech Stack

• Experience in Investment Banking, including corporate finance and/or Mergers & Acquisitions.
• Strong financial modeling, accounting, and valuation skills.
• Advanced proficiency in Excel and PowerPoint.
• Experience managing multiple workstreams, reviewing analytical output, and guiding junior team members.
• Clear written and verbal communication skills, with the ability to present analysis effectively.
• Strong attention to detail, sound judgment, and intellectual curiosity.
• Ability to prioritize competing workstreams and deliver accurate work within tight deadlines.

Qualifications

• Undergraduate degree required; a focus in finance, business, accounting, economics, mathematics, engineering, or a related discipline preferred.
• Exposure to healthcare services businesses is preferred.
• MBA or direct promotion from Analyst to Associate within investment banking is preferred.