TripleTree - Investment Banking Associate

Capital One; New York (NY); Sur place; USD 160 000 - 225 000; Plein temps

Résumé du poste

Capital One is recruiting an Investment Banking Associate for its TripleTree platform in New York, NY. The role supports M&A execution, client management, and business development, with emphasis on healthcare transactions and due diligence.

The position offers substantial responsibility, opportunities for financial and technical growth, and a clear path to upward mobility within Capital One's investment banking group.

Qualifications

• Bachelor's degree or military experience required.
• At least 3 years in investment banking, private equity, or transaction advisory focused on M&A.
• FINRA Licenses - Series 63, Series 79, SIE required.

Responsabilités

• Prepare, analyze, and explain historical and projected financial information.
• Produce client marketing presentations, memoranda, and deliverables.
• Assist in due diligence and transaction execution, including client management.

Connaissances

Analytical skills

Strategic thinking

Communication

Leadership

Formation

Bachelor's degree or military experience

Bachelor's in finance/economics/accounting/business

Outils

Series 63 license

Series 79 license

SIE

Description du poste

TripleTree - Investment Banking AssociateTripleTree 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 membersBasic 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 & AcquisitionsPreferred 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, SIEAt this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position.#CapMkts #TripleTreeThe 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 AcquisitionsCandidates 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. 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.