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Investment Banking Associate – Healthcare Public Finance (New York)
mid · Investment Banking
Job Description Summary
Play an integral role in the department's activities with a high level of responsibility as a member of the Healthcare Finance team that includes eight managing directors focused on healthcare services and providers, primarily not-for-profit organizations. Clients include large healthcare systems, academic medical centers, community hospitals, managed care plans, physician groups, senior living companies, post-acute providers and select specialty not-for-profit organizations. Service offerings include capital markets activities (underwriting, placements, financial advisory), mergers & acquisitions advisory and real estate advisory. Responsibilities include formulating new business proposals and pitches, developing company forecasts and valuations, evaluating merger and acquisition scenarios, evaluating debt profiles and developing and implementing financing ideas for clients/target clients, financial/bond modeling and analysis. Associates are expected to work on every aspect of the transaction process.Job Description
Essential Duties and Responsibilities:
- Assists with the execution of financing and M&A transactions, financial modeling, and industry and comparable company analysis.
- Actively participates in client pitches and transaction execution alongside experienced senior bankers.
- Prepares and delivers standard and tailored presentations, pitches and responses to RFPs for clients.
- Evaluates debt profiles and financing ideas for potential finance transactions for a client.
- Contributes to financial models, financial analyses including bond cash flows, and presentation materials related to market conditions and bond financings.
- Works on all aspects of financing transactions from credit analysis to legal document review to rating agency presentations to financial analysis to closing.
- Applies excellent analytical, critical thinking and problem-solving skills sufficient to recognize and detect errors and offer resolution.
- Communicates, both orally and in writing, with all levels of the organization and clients.
- Works independently as well as collaboratively within a team environment.
- Seeks opportunities for development through the job itself, special assignments, training, or external activities.
- Performs other duties and responsibilities as assigned.
Qualifications - External
Educational/Previous Experience Requirements:
- Bachelor’s Degree in related field and a minimum of two (2) years of experience in healthcare investment banking, consulting, equity research, investment management, business development and/or related fields.
- Experience with and working knowledge of DBC Finance is a plus, but not required.
- Excellent analytical, critical thinking, writing, verbal, and computer skills.
- Ability to adapt to new tasks with little notice.
- Manage expectations of senior bankers while working on multiple projects simultaneously.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Establish and maintain effective working relationships at all levels of the organization.
- Strong desire to grow professionally and assist in the success of the group.
- Assume full responsibility and accountability for own actions.
- Demonstrate uncompromising adherence to ethical principles.
- Prepare and deliver clear, effective and professional presentations.
- Be proactive and demonstrate readiness and ability to initiate action.
Licenses/Certifications:
- SIE exam required or required to be passed within six (6) months of hire.
- FINRA Series 63, 79 and possibly the 52 licenses required or required to be passed within six (6) months of hire.
Education
Bachelor’s (Required)Work Experience
General Experience - 3 to 6 yearsCertifications
Salary Range
$100,000.00-$135,000.00Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.