Investment Banking Associate

TripleTree, LLC; New York, Northern (NY, KY); Hybrid; USD 160,000 - 225,000; Full time

Benefits offered by this job

Health benefits

Performance-based incentives

Inclusive workplace

Job summary

TripleTree, LLC., a Capital One advisory partner, seeks an experienced associate to support mergers and acquisitions in healthcare. You will prepare financial analyses, build operating models, and participate in due diligence and client meetings.

Ideal candidates bring 3+ years in M&A, strong analytical skills, and proficiency in financial modeling. This role includes collaboration across teams and exposure to equity incentives and growth initiatives.

Qualifications

• Bachelors degree or military experience.
• At least 3 years in investment banking, PE, or transaction advisory with M&A focus.

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 due diligence
• Creating client marketing presentations, memoranda, and deliverables
• Attending client meetings
• Drafting and collaborating on pitch presentations
• Developing understanding of Healthcare industry trends
• Coordinating and managing industry research publications
• Assisting in client relationships and mentoring Analysts

Skills

Analytical skills

Strategic thinking

Leadership

Communication

Team mentoring

Financial acumen

Quantitative skills

Education

Bachelor's degree or military experience

Bachelor's degree in finance, accounting, business, or economics

Tools

FINRA Series 63

FINRA Series 79

SIE

Job description

TripleTree 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.

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

Salaries

• Bloomington, MN: $160,000 - $225,000 for Associate, Mergers and Acquisitions
• New York, NY: $160,000 - $225,000 for Associate, Mergers and Acquisitions

Benefits

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

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

This role is expected to accept applications for a minimum of 5 business days.

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.

Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit.