TripleTree - Investment Banking Analyst

Triple Tree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills – and drive to succeed.

Our Analysts perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development.

• Preparing, analyzing, and explaining historical and projected financial information
• Assisting in the preparation of financial models and business valuations
• Conducting industry and company‑specific business due diligence
• Creating client marketing presentations, memoranda, and deliverables
• Attending client meetings
• Drafting and collaborating on pitch presentations and associated materials
• Developing an understanding of the underlying trends that affect the Healthcare industry
• Coordinating, researching, and creating industry market research publications
• Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships
• Strong analytical, quantitative, problem solving, and conceptual skills
• Knowledge of general accounting and finance principles
• Exceptional interpersonal, verbal communication, and writing skills
• Ability to work independently in a fast‑paced environment
• Strong work ethic, attention to detail, and a passion for excellence
• A working knowledge of spreadsheet and word processing software programs

• Bachelor's degree or Military Experience
• At least 1 year of investment banking, private equity, transaction advisory, or public accounting experience

• Bachelor's degree in finance, accounting, business, or economics
• FINRA Licenses – 63, 79, SIE

At this time, Triple Tree as part of Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full‑time annual salaries for this role are listed below, by location. Salary information reflects the amount Capital One is willing to pay at the time of this posting. Salaries for part‑time roles will be prorated based upon the agreed‑upon number of hours to be regularly worked.
Bloomington, MN: $110,000 - $130,000 for Analyst, Mergers and Acquisitions
New York, NY: $110,000 - $130,000 for Analyst, Mergers and Acquisitions

This role is also eligible to earn performance‑based incentive compensation, which may include cash bonus(es) and/or long‑term incentives (LTI). Incentives could be discretionary or non‑discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial, and other benefits that support your total well‑being.

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non‑discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug‑free workplace.