Healthcare Investment Banking, Associate, NY, Global Advisory
At a glance
Junior Investment & Corporate Development role at Rothschildandco. New York · full-time · $175,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Drive healthcare transactions such as acquisitions, divestitures, carve-outs, leveraged buyouts and debt or equity advisory deals
- Build and review integrated financial models, valuations, comparable-company work and transaction sensitivities
- Analyze strategic options and prepare client presentations, deal marketing materials and related internal documents
- Research healthcare companies and sectors, guide analysts and coordinate work across deal teams
- Join client meetings and industry events while following confidentiality and compliance rules
What you bring
- You have worked in M&A at a leading corporate finance adviser or investment bank, including healthcare M&A experience
- You hold a finance bachelor's degree or a comparable qualification from a leading academic institution
- You can build financial models and valuations using strong financial-statement analysis and quantitative skills
- You have led client presentations, projects and transaction execution, and can direct analysts and manage multiple deadlines
Who this fits
This associate role suits someone with prior healthcare M&A advisory experience who can lead analysts and contribute directly to transaction execution. You’ll work with colleagues across North America and internationally on cross-border deals. The role is based in New York or Boston.
From the employer
About Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Overview of Role
This Associate level role will be for the Healthcare team in New York or Boston providing Mergers & Acquisitions, Restructuring and Debt and Equity Capital Markets advisory work across a number of industries. It plays a critical role in helping the firm achieve its objective to be the most successful independent advisory investment bank in the world. The Healthcare team currently focuses on transactions in the Healthcare Services, Pharma, HCIT sectors.
Given the global nature of our firm and broad reach of our M&A practice, this role will involve working collaboratively with colleagues in the North American industry coverage teams and other colleagues globally on international / cross-border projects.
Responsibilities
- Execute live deals in Healthcare which may include sell-side M&A, buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory with significant cross-border emphasis
- Oversee and assist in financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
- Spearhead analysis of broad range of corporate finance transactions for reviewing strategic alternatives, acquisitions, mergers and equity and debt capital market’s events
- Draft client pitches and marketing materials including acquisitions, disposals, mergers, refinancing and equity capital market alternatives, as well as associated internal documentation through coordination with internal and external resources
- Conduct extensive quantitative and qualitative economic, industry and company research and analysis
- Managing analysts and overseeing various work streams
- Attend client meetings, industry conferences, and external training sessions
- Adhere to all compliance regulations and confidentiality policies
- Contribute to Rothschild & Co's unique firm culture, and recruiting, training and development efforts
Education and Qualifications
- Bachelor’s Degree in finance (or similar) from a leading academic institution.
- MBA or equivalent graduate degree in Finance with prior experience, preferred
Experience, Skills and Competencies Required
- Prior experience within a top tier corporate finance adviser/investment bank in M&A required
- Prior Healthcare M&A experience at an advisory firm or investment bank required
- Proven quantitative and analytical skills to develop corporate financial models and valuations with a deep understanding of financial statement analysis
- Ability to provide direction and leadership in order to build a strong team environment and to build effective relationships between individuals, teams and lines of business, across different geographies
- Ability to build long-term, professional relationships that add value to the client and lead to the expansion of the business
- Experience leading client presentations, managing projects and the execution of transactions
- Well organized, detailed and the ability to simultaneously manage several projects in an extremely fast paced environment in order to meet critical deadlines
- Knowledge of the relevant financial and regulatory environments that surrounds M&A
- Exceptional analytical, quantitative and communication skills
- Team player, capable of working in cross-border deal teams
- Advanced Microsoft Office skills (Word, PowerPoint and Excel)
Expected base salary rates for this role in our New York Office will be between $175,000 and $225,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.
Rothschild & Co North America is an equal opportunity employer.
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