TripleTree - Investment Banking Associate
Listed on 2026-06-15
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Finance & Banking
Financial Analyst, Financial Consultant, Corporate Finance
Triple Tree - Investment Banking Associate
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 Associates 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.
General responsibilities
Preparing, analyzing, and explaining historical and projected financial information
Managing and 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
Developing an understanding of the underlying trends that affect the Healthcare industry
Coordinating and managing the creation of industry research publications
Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships
Assisting in the management and mentoring of Analyst team members
Basic Qualifications
Bachelor's degree or Military Experience
At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions
Preferred Qualifications
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
Financial modeling experience, including experience building detailed operating models
Strong analytical and quantitative skills
Knowledge of general accounting and finance principles
FINRA Licenses - Series 63, Series 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. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to 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: $160,000 - $225,000 for Associate, Mergers and AcquisitionsNew York, NY: $160,000 - $225,000 for Associate, Mergers and Acquisitions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
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. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. 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.…
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