TripleTree - Investment Banking Associate

Socket.dev; BLOOMINGTON (MN); On-site; USD 160,000 - 225,000; Full time

Benefits offered by this job

Health benefits

Performance-based incentives

Job summary

Capital One is seeking an Investment Banking Associate to join their team in Bloomington, MN. The role involves preparing financial analyses, managing financial models for M&A transactions, and conducting industry-specific due diligence.

The ideal candidate will have at least 3 years of investment banking or private equity experience, preferably within the healthcare industry. This position offers a competitive salary range of $160,000 - $225,000 and is eligible for performance-based incentives and comprehensive benefits.

Qualifications

• 3+ years of investment banking experience, focusing on Mergers & Acquisitions.
• 4+ years of M&A experience within the healthcare space preferred.
• At least 2 years of sell-side M&A experience.

Responsibilities

• Preparing and analyzing historical and projected financial information.
• Conducting due diligence for industry and company specifics.
• Managing the creation of financial models and business valuations.

Skills

Analytic skills

Strategic thinking

Communication skills

Leadership skills

Education

Bachelor's degree or Military Experience

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

Tools

Financial modeling

General accounting knowledge

Job description

TripleTree - Investment Banking Associate

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

At this time, TripleTree 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. Bloomington, MN: $160,000 - $225,000 for Associate, Mergers and Acquisitions. New 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. Eligibility varies based on full or part‑time status, exempt or non‑exempt status, and management level.

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.