Associate, Investment Banking – Pharma Services & Med Tech
At a glance
Junior Investment & Corporate Development role at Moelis & Company (“Moelis”). New York · full-time · $175,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and check operating forecasts, DCFs, trading comparisons, deal precedents and transaction scenarios
- Evaluate market position, customer ties, offerings and growth prospects to shape forecasts and valuation views
- Create client decks and deal materials that explain sector conditions, company standing and strategic options
- Help execute M&A, financing and advisory work through diligence, information gathering, process tracking and deal communications
- Research sector markets, companies, transactions and investor priorities, then develop ideas for new client work
What you bring
- You have investment banking or comparable experience, ideally involving corporate finance or M&A
- An undergraduate degree is required; finance, business, accounting or another listed field is preferred
- You bring strong modeling, accounting and valuation skills, with advanced Excel and PowerPoint ability
- You have managed several workstreams and reviewed analysis or coached junior colleagues
Who this fits
This junior associate role suits someone ready to own transaction analysis, guide Analysts and work directly with senior bankers, clients and advisers. Pharma services, MedTech or related healthcare exposure is preferred. The position is based in New York.
From the employer
We are passionate about our business and our culture, and are seeking individuals with that same drive.
About Moelis:
Moelis & Company (“Moelis”) is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments, and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, secondary transactions and primary fundraising, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.
The Opportunity:
We are seeking an experienced Associate to join our Pharma Services & MedTech team in New York. You will be a core member of transaction teams, taking ownership of financial analysis and execution work while helping senior bankers develop ideas and engage with clients. This role offers the opportunity to work on M&A, financing and strategic advisory assignments involving outsourced pharmaceutical services, medical devices and equipment, and related healthcare businesses. You will translate sector research and operating assumptions into valuation analyses, transaction materials and client recommendations, while guiding Analysts and working directly with senior bankers, clients and other advisors.
To learn more about our recent work, please visit: recent transactions.
Responsibilities:
- Build and review financial and valuation models, including operating forecasts, discounted cash flow, comparable company and precedent transaction analyses, and transaction scenarios.
- Assess the commercial drivers of pharma services and MedTech businesses, including market positioning, customer relationships, product and service offerings, and growth opportunities, and translate findings into forecasts and valuation conclusions.
- Prepare client presentations, marketing materials and transaction analyses that clearly communicate sector dynamics, company positioning and strategic alternatives.
- Support M&A, financing and strategic advisory execution, including due diligence, data gathering, process coordination, documentation and communication with clients and external advisors.
- Research pharma services and MedTech markets, participants, transaction activity and investor priorities, and turn those insights into actionable origination ideas.
- Own the accuracy and timeliness of analytical workstreams; direct, review and develop Analysts while coordinating effectively with senior bankers and other teams.
- Build relationships with management teams, financial sponsors and other industry participants through thoughtful analysis and responsive execution.
Preferred Qualifications:
- Experience in Investment Banking, including corporate finance and/or Mergers & Acquisitions, or equivalent experience; exposure to pharma services, MedTech or related healthcare businesses preferred.
- Strong financial modeling, accounting and valuation skills, with advanced proficiency in Excel and PowerPoint.
- Experience managing multiple workstreams, reviewing analytical output and guiding junior team members.
- Clear written and verbal communication skills, with the ability to present analysis effectively to senior bankers, clients and external advisors.
- Strong attention to detail, sound judgment and intellectual curiosity, with the ability to prioritize competing workstreams and deliver accurate work within tight deadlines.
Education:
- Undergraduate degree required; a focus in finance, business, accounting, economics, mathematics, engineering or a related discipline preferred.
Additional Qualifications:
- MBA or direct promotion from Analyst to Associate within investment banking preferred
Expected Salary Range: $175,000 - $225,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.