Sr Investment Banking Associate - Healthcare

Truist; Charlotte (NC); On-site; USD 248,000 - 303,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Truist seeks a senior investment banking professional to provide client relationship management and investment banking advisory services for corporate and private equity clients on buyside and sellside M&A, and debt and equity capital raising. You will cover sectors including industrials, financial sponsors, consumer/retail, healthcare, financial institutions, energy, and technology, media and telecom.

Senior bankers are expected to generate $7M-$30M in transactions over time and to promote

Qualifications

• BA/BS degree is required.
• 7+ years of related work experience.
• Strong knowledge of investment banking, market, industry sector, and/or financial products.
• Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions.
• Strong organizational and leadership skills.
• Advanced skills in written and oral communications, and interpersonal relationship management.
• Solid analytical and sales skills.

Responsibilities

• Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
• Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
• May coach and mentor Analysts or Interns.

Skills

Investment banking knowledge

Financial modeling

Leadership

Written communications

Oral communications

Analytical skills

Sales skills

Education

BA/BS degree

Job description

Need Help?

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Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by industry/sector. Industry coverage includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media and telecom. Senior investment banking professionals are expected, over time, to generate a balanced mix of M&A, debt and equity capital raising of $7 million to $30 million subject to the attributes of their sector coverage. In addition, senior investment banking professionals are expected to \"sell the bank\" by appropriately positioning the banks treasury and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are also expected to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in partnership with the primary Commercial and Corporate Banking coverage professionals.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Plays an integral role in supporting new business development, due diligence, and/or transaction execution


• Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis


• May coach and mentor Analysts or Interns

Required Qualifications

• BA/BS degree


• Minimum of 7 years of related work experience


• Strong knowledge of investment banking, market, industry sector, and/or financial products


• Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions


• Strong organizational and leadership skills


• Advanced skills in written and oral communications, and interpersonal relationship management


• Solid analytical and sales skills

Preferred Qualifications

• MBA degree, with a Finance focus


• 8+ years of related work experience


• Experience in mentoring and coaching


• The annual base salary for this position in New York is $275,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.


• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.


• For more details on Truist's generous benefit plans, please visit our Benefits site.


• Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.


• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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