Investment Banking Healthcare M&A Associate

Oppenheimer & Co Inc; New York (NY); On-site; USD 170,000 - 190,000; Full time

Job summary

Oppenheimer & Co. Inc. in New York seeks an experienced Healthcare M&A Associate to join our Investment Banking Team. You will work closely with senior bankers on valuations, financial analyses, due diligence, and execution of transactions across public and private healthcare companies.

The role offers exposure to both sell-side and buy-side advisory, with opportunities to mentor analysts and contribute to client presentations, material preparation, and strategic deal execution.

Qualifications

• Experience in M&A investment banking, preferably Healthcare focused.
• Demonstrated aptitude for quantitative and qualitative analysis.
• Strong verbal and written communication skills.
• Elevated attention to detail and consistency in work product.
• High degree of maturity, integrity, leadership skills and work ethic.

Responsibilities

• Preparing client presentations, drafting offering memoranda and management materials for senior bankers.
• Transaction execution involving direct client interaction and communication.
• Coordinate and perform business due diligence and execute M&A transactions.
• Conducting extensive financial modeling and valuation.
• Support new business and marketing initiatives as appropriate.
• Assessing industry research and trends.
• Training and mentoring Analysts on the team.

Skills

Quantitative analysis

Communication

Attention to detail

Leadership

Organization

Education

FINRA licenses (SIE, Series 63, 79)

Tools

Dealogic

CapIQ

Bloomberg

MS Office

Job description

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Industrials, as well as Technology, Media and Communications. Our range of services includes Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, Debt Advisory & Restructuring, Debt Private Placements and Fund Placement & Advisory. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our target clients – high growth, entrepreneurial, middle market companies.

Job Description

Our Healthcare M&A team is seeking an experienced Associate to join our New York office. The role offers the opportunity to work closely with senior professionals on valuations, financial analyses, due diligence, and the execution of M&A transactions. The Associate will gain meaningful exposure to both sell-side and buy-side advisory assignments across public/private companies within the healthcare sector.

Responsibilities:

• Preparing client presentations, drafting offering memoranda, preparing internal committee memoranda, preparing management and board presentations and other materials for senior bankers as required


• Transaction execution involving direct client interaction and communication


• Coordinate and perform business due diligence and execute M&A transactions


• Conducting extensive financial modeling and valuation


• Support new business and marketing initiatives as appropriate


• Assessing industry research and trends


• Training and mentoring Analysts on the team

Qualifications:

• Experience in M&A investment banking, preferably Healthcare focused


• Demonstrated aptitude for quantitative and qualitative analysis


• Strong verbal and written communication skills


• Elevated attention to detail and consistency in work product


• High degree of maturity, integrity, demonstrated leadership skills and work ethic


• Organized and proactive


• Dealogic, CapIQ, Bloomberg and MS Office suite knowledge strongly preferred


• SIE, Series 63, 79 FINRA registrations required at the time of hiring or shortly thereafter

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $170,000.00 - $190,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.