Investment Banking Associate Healthcare​/MedTech M&A (Global Middle Market

Associate, Healthcare Investment Banking

Our client is seeking a highly motivated Associate to join its leading Med Tech Investment Banking team in either NYC, Boston or San Francisco. This role provides the opportunity to work on a broad range of strategic M&A, capital raising, and advisory assignments for innovative medical device, diagnostics, life science tools, and healthcare technology companies. Team members gain significant client exposure, meaningful responsibility, and the opportunity to work alongside senior bankers on complex, high-profile transactions.

The ideal candidate combines strong analytical capabilities with a genuine interest in the Med Tech sector and thrives in a fast-paced, entrepreneurial environment.

• Build and maintain detailed financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions, and LBO analyses), merger models, and accretion/dilution analyses.
• Prepare client presentation materials, pitch books, confidential information memoranda (CIMs), management presentations, board materials, and transaction marketing documents.
• Conduct industry and company research across the Med Tech ecosystem, including medical devices, diagnostics, life sciences tools, digital health, and healthcare technology.
• Support execution of sell-side and buy-side M&A transactions, equity offerings, debt financings, and strategic advisory engagements.
• Perform financial and operational due diligence, coordinate diligence requests, and assist with data room management.
• Work directly with clients, private equity sponsors, attorneys, accountants, and other transaction participants throughout the deal process.
• Monitor public markets, M&A activity, financing trends, and competitive dynamics within the healthcare and Med Tech sectors.
• Mentor analysts (for Associate-level candidates) while contributing to a collaborative team environment.

• 4-5 years of investment banking experience, preferably within Healthcare, Med Tech, Life Sciences, or Technology.
• Strong understanding of corporate finance, accounting, valuation methodologies, and financial statement analysis.
• Advanced financial modeling and Excel skills.
• Exceptional PowerPoint and presentation development capabilities.
• Strong written and verbal communication skills with excellent attention to detail.
• Demonstrated ability to manage multiple work streams under tight deadlines.
• Bachelor's degree with a strong academic record in Finance, Accounting, Economics, Engineering, Biology, or a related field.
• CPA, CFA, or advanced degree is a plus but not required
• Life Sciences (Med Tech / Diagnostics / Biotech) experience is preferred
• Must have closed M&A deals on their resume - involved on an M&A deal from start to finish
• Public company client experience (ECM / M&A) strongly preferred

Candidates with experience advising companies in areas such as:

• Medical Devices
• Diagnostics
• Life Science Tools
• Healthcare Technology
• Digital Health
• Surgical Technologies
• Orthopedics
• Cardiovascular Devices
• Neuromodulation
• Robotics
• Laboratory Equipment
• Medical Consumables

• Exposure to a nationally recognized middle-market healthcare franchise with an established Med Tech practice.
• Significant transaction responsibility from day one.
• Direct interaction with senior bankers, corporate executives, founders, and private equity investors.
• Opportunity to work on market-leading strategic M&A and capital raising transactions.
• Accelerated professional development within a lean, entrepreneurial team environment.
• Clear path toward Vice President promotion based on performance.

The successful candidate is intellectually curious, highly analytical, and passionate about the healthcare innovation ecosystem. They possess strong financial and technical skills, communicate effectively with clients and colleagues, and are eager to take ownership of meaningful responsibilities throughout the transaction lifecycle. They excel in collaborative environments and are motivated to build a long-term career advising leading Med Tech companies on transformative strategic transactions.