Investment Banking Associate - Healthcare & Life Sciences
Location: Boston, MA
Firm Type: Boutique Investment Bank
About
We are currently partnered with a leading Boston‑based boutique investment bank specializing in mergers & acquisitions, capital raising, and strategic advisory services for high‑growth companies across the healthcare and life sciences sectors. The team combines deep domain expertise with a high‑touch advisory model, supporting clients ranging from emerging biotech platforms to established healthcare services and medtech companies. They offer an entrepreneurial environment, direct exposure to senior bankers and clients, and accelerated career development.
Position Overview
Seeking a highly motivated Investment Banking Associate to join the Healthcare & Life Sciences practice. The Associate will play a critical role in transaction execution, industry research, client communication, and financial modeling. This role is ideal for someone who thrives in a lean team structure, takes ownership, and wants day‑one impact.
Key Responsibilities
- Transaction Execution
- Lead day‑to‑day execution of M&A, private placement, and strategic advisory engagements.
- Build, review, and own complex financial models (DCF, LBO, merger models, valuation comps).
- Manage due diligence processes, virtual data rooms, and cross‑functional workstreams.
- Prepare and refine client deliverables, including CIMs, management presentations, and strategic analyses.
- Industry & Client Development
- Conduct in‑depth healthcare and life sciences market research, competitive analyses, and thematic sector work.
- Support senior bankers with idea generation, pitch materials, and new business development.
- Participate in client meetings and be a direct point of contact for management teams.
- Internal Leadership
- Mentor Analysts and ensure high‑quality output from junior team members.
- Help refine internal processes, knowledge management, and sector-specific materials.
Qualifications
- Experience
- 2–4+ years of investment banking experience (or equivalent private equity, corporate development, or consulting with strong modeling exposure).
- Prior exposure to healthcare or life sciences markets strongly preferred (biotech, medtech, diagnostics, HCIT, healthcare services).
- Technical Skills
- Advanced financial modeling and valuation capabilities.
- Strong command of Excel, PowerPoint, and financial databases.
- Experience preparing marketing materials, CIMs, and transaction documentation.
- Soft Skills
- Exceptional analytical, communication, and project‑management skills.
- Ability to operate in a fast‑paced environment with a high degree of ownership.
- Entrepreneurial mindset and interest in a boutique team culture.
Education
- Bachelor’s degree in finance, economics, engineering, life sciences, or a related field.
- MBA, PhD, or advanced degree are prefered but not required.
