Investment Banking Associate (senior) / Vice President (junior) - Healthcare Services

Stephens · Dallas County, TX · 1 mo ago

On-siteFinanceFull-time

Why Stephens

Founded in 1933, Stephens is a privately held family‑owned business whose mission is to become a trusted advisor to our clients. We have a long history of identifying and seizing opportunities through economic cycles. Whether executing single transactions or developing holistic solutions, we create lasting value for our clients. We don’t just focus on transactions; we develop relationships. Our investment banking team works with clients as they interact with the financial markets, analyze strategic alternatives, and raise capital. With offices in strategic locations across the U.S. and Europe, we provide objective advice and precise execution on the full array of investment banking services, including mergers and acquisitions, public debt and equity underwriting, private placements, and recapitalizations. The firm prioritizes earning client trust and rewards the individuals who make that happen, offering a collegial and supportive environment for career growth.

Healthcare Services Practice

The Healthcare Services investment banking practice has decades of experience advising entrepreneurs, family‑owned businesses, and private‑equity sponsors across the middle market. Our team brings deep knowledge of operating, reimbursement, regulatory, and investor dynamics in subsectors such as pediatrics, behavioral health, home health and hospice, post‑acute services, health and wellness, and healthcare‑focused outsourced and facility services. Senior and junior bankers work closely on every engagement, combining high‑standard execution with a collaborative, client‑first approach. We advise on sell‑side and buy‑side M&A, equity and debt private placements, and recapitalizations.

Responsibilities

Create and execute business development and marketing plans in coordination with senior bankers.
Oversee the execution of live engagements, from initial preparation through transaction closing.
Ensure accuracy and timeliness of work for junior associates and analysts.
Recruit, educate, and train investment banking associates and analysts.
Perform other tasks as assigned by management.

Qualifications

2+ years of experience as an Investment Banking Associate.
Significant experience executing M&A transactions, with a strong preference for Healthcare Services transaction experience.
Excellent analytical and financial modeling skills.
High energy with strong interpersonal, accounting, and finance abilities.
Ability to perform under pressure and meet tight deadlines.
Strong commitment to respecting and safeguarding confidential information.
Extraordinary focus on work quality and attention to detail.
Adherence to regulatory requirements.
Excellent written and verbal communication skills.
Quick learner, especially regarding accounting rules and financial valuation methodologies.
Strong client management skills.
Demonstrated ability to work well in a team environment.

Benefits