Healthcare Investment Banking Associate

About the role

The Investment Banking Associate II performs a wide range of complex analytical and high-level support functions. With limited supervision, applies analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams. Produce high quality analysis and presentation materials. A Senior Associate will begin to play a leadership role in the evolution and development of the groups pitch materials and modeling and analytical work as well as running the transaction execution process including the creation of financial models and other materials. A Senior Associate may also provide management and oversight of Analyst pool to ensure the production of a high quality work product.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment.
• Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete basic credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact with all important constituencies in the course of executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree/certification (e.g., CFA) preferred but not required.
• 5–7 years of total relevant investment banking, capital markets or corporate finance experience, including prior Associate-level responsibilities; internal promotion candidates typically have 5–7 total years’ experience.
• Proven project leadership across multiple concurrent transactions with tight deadlines; ability to manage across senior bankers and external advisors.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to maintain/obtain within company policy).
• Advanced proficiency in Microsoft Excel and PowerPoint.

Skills

• Expertise in reviewing complex financial models and valuation work product; ability to translate analytical and credit findings into actionable recommendations.
• Strong client-facing communication skills; capable of leading portions of meetings, managing expectations, and delivering concise updates.
• Deep familiarity with legal documentation, diligence scopes, and transaction processes; adept at navigating issues and driving resolution.
• Exceptional attention to detail and commitment to quality; sets standards for accuracy, consistency, and presentation.
• Demonstrated ability to develop and mentor junior talent and to foster a collaborative, inclusive team culture.
• Fluency with financial databases and platforms (e.g., Bloomberg, Capital IQ).

Benefits

Healthcare Investment Banking Associate Total Base Pay Range $82,100.00 - $172,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Pay

$82,100.00 - $172,500.00 USD Annual

Schedule

N/A