Vice President, Investment Banking Healthcare

About the role

Our San Francisco Healthcare Investment Banking team is seeking an accomplished Vice President to join our growing practice at a pivotal moment in the healthcare sector. This role offers the opportunity to work on high-profile transactions, develop meaningful client relationships, and advance your career within a platform that combines institutional resources with entrepreneurial culture.

Responsibilities

• Execute comprehensive transaction support for senior bankers across IPOs, secondary offerings, private placements, and M&A transactions in the healthcare sector
• Lead financial analysis, valuation modeling, and market research to inform transaction strategy and client recommendations
• Manage preparation of marketing materials, pitch presentations, offering memoranda, and transaction documentation with meticulous attention to detail and market positioning
• Conduct thorough due diligence on healthcare companies, including financial statement analysis, business plan assessment, and competitive landscape evaluation
• Serve as day-to-day client contact throughout transaction processes, ensuring seamless communication and relationship management
• Collaborate with capital markets teams, legal counsel, and other transaction participants to coordinate execution and drive deals to successful completion
• Mentor and develop junior team members, providing guidance on technical skills, client interaction, and professional development
• Stay current on healthcare sector trends, regulatory developments, and market conditions to provide informed strategic counsel to clients and internal teams
• Perform other tasks and duties as required and assigned

Qualifications

• MBA, CFA, CPA or other advanced degree/credentials desired
• At least 5 years of Healthcare/Life Sciences Investment Banking experience required
• Current FINRA Series 79, 63 licenses required
• Highly proficient in financial statement analysis and advanced financial modeling and financial statement analysis skills
• Working knowledge of Capital IQ, Thomson One, Venture Source, Bloomberg and other databases
• Highly proficient in MS Word, Excel, PowerPoint
• Strong quantitative and analytical skills
• Strong verbal and written communications skills
• Solid work ethic and a passion for the securities industry
• Ability to perform under pressure and meet time sensitive deadlines

Benefits

We offer a comprehensive benefits package including:

• Comprehensive medical, dental, and vision coverage
• Health Savings Account with company-sponsored contributions
• Flexible Spending Accounts (FSA) traditional and dependent care
• Pre-Tax Commuter Benefits
• 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
• Tuition reimbursement up to $5,250/year
• 3 weeks of Paid Time Off
• 2 weeks of Paid Sick Time (may vary by location)
• 10 Paid Holidays
• Charitable Donation Matching Contributions
• Paid Leave (Military, Jury Duty, Volunteer Time Off, Disability, etc.)
• FINRA License Sponsorship
• Travel & Employee Assistance and Employee Discount Programs

Pay

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $200,000-$225,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance.

Schedule

Our team works flexible hours to accommodate the needs of our clients and the healthcare industry.