Associate, Mergers and Acquisitions

Triple Tree – Investment Banking Associate | Capital One

This is a full‑time Investment Banking Associate role at Capital One, located in Bloomington, MN or New York, NY. As part of Capital One, Triple Tree operates as a leading healthcare investment bank, dedicated to continuous improvement and growth within a significant financial organization. This role is crucial for enabling Triple Tree to execute complex M&A, recapitalization, and strategic advisory services for its healthcare clients, directly contributing to the success and expansion of the business by adding talented professionals.

• Role:
  Mid‑Senior Level, Investment Banking Associate
• Type:
  Full‑time
• Location:
  
  In‑person, Bloomington, MN;
  New York, NY
• Pay: $160,000–$225,000 yearly
• Team:
  Triple Tree Investment Banking team
• Mission:
  Perform critical functions throughout the entire transaction process, from preparing clients for market and engaging buyers to facilitating due diligence and closing deals.

• Financial Analysis:
  Prepare, analyze, and explain historical and projected financial information.
• Valuation & Modeling:
  Manage and assist in the preparation of financial models and business valuations.
• Due Diligence:
  Conduct industry and company‑specific business due diligence.
• Client Deliverables:
  Create client marketing presentations, memoranda, and other deliverables while drafting pitch presentations.
• Relationship Management:
  Assist in developing and cultivating client, prospective client, and professional advisor relationships, and attend client meetings.

• Background:
  Bachelor’s Degree or Military Experience with a focus on Mergers & Acquisitions for a mid‑senior level career.
• Experience:
  
  At least 3 years of investment banking, private equity, or transaction advisory experience.
• Skills:
  
  Strong analytical and quantitative skills; financial modeling expertise; understanding of general accounting and finance principles; effective communication and leadership abilities.
• Bonus:
  Bachelor’s degree in finance, accounting, business, or economics; at least 4 years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space; at least 2 years of sell‑side M&A experience; experience building detailed operating models; FINRA Series 63, Series 79, and SIE licenses.