Investment Banking - Mid-Cap Investment Banking, Healthcare - Associate

Location: New York, NY, United States

Job Family: Associates

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. Our Investment Banking division is at the forefront of advising mid-cap companies on transformative transactions. We're seeking a talented Associate to join our Mid-Cap Investment Banking Healthcare team in New York, NY. In this role, you will play a pivotal part in executing high-impact deals for healthcare clients, leveraging JPMorgan's unparalleled resources and industry expertise to drive value in areas like mergers, acquisitions, and capital markets. As an Associate, you will work closely with Managing Directors and Vice Presidents to support the full lifecycle of transactions, from initial pitch development to closing. This includes building sophisticated financial models, conducting in-depth industry research on healthcare sub-sectors such as biotech, pharmaceuticals, and provider services, and preparing compelling client materials. You will analyze market trends, perform due diligence, and collaborate with multidisciplinary teams to ensure deals align with JPMorgan's rigorous standards of excellence and compliance. The position demands a proactive approach to identifying opportunities in the dynamic mid-cap space, where companies with market caps between $2 billion and $10 billion seek strategic advisory to fuel growth. At JPMorgan Chase, we foster a culture of innovation, integrity, and inclusion, offering Associates the chance to grow within a world-class institution. This role provides exposure to senior leadership, complex healthcare transactions, and global networks, positioning you for advancement in investment banking. If you have a passion for healthcare finance and a drive to excel in a collaborative, high-stakes environment, join us to shape the future of mid-cap healthcare investments.

Key Responsibilities

• Conduct financial analysis and build complex models for mid-cap healthcare clients, including DCF, LBO, and comparable company valuations
• Assist in preparing pitch books, confidential information memorandums (CIMs), and presentation materials for M&A, capital raising, and advisory deals
• Support senior bankers in managing client relationships and executing transactions in the healthcare sector
• Perform due diligence, market research, and competitive analysis on healthcare companies and industry trends
• Coordinate with cross-functional teams, including legal, compliance, and industry specialists, to ensure seamless deal execution
• Monitor market developments and regulatory changes impacting mid-cap healthcare firms
• Contribute to business development efforts, such as identifying potential deal opportunities and pitching to clients
• Ensure compliance with internal policies and regulatory requirements in all advisory activities
• Mentor junior analysts and provide guidance on financial modeling and presentation best practices

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 3-5 years of relevant experience in investment banking, preferably in healthcare or mid-cap sectors
• Strong understanding of financial modeling, valuation techniques, and M&A transactions
• Series 7 and Series 63 licenses or willingness to obtain them
• Proven track record in deal execution within the financial services industry
• Excellent analytical and problem-solving abilities
• Ability to work in a fast-paced, high-pressure environment

Preferred Qualifications

• Prior experience at a bulge bracket or boutique investment bank in healthcare investment banking
• Knowledge of healthcare industry trends, regulations, and sub-sectors such as biotech, pharmaceuticals, and medical devices
• Advanced proficiency in Excel, PowerPoint, and financial databases like Capital IQ or Bloomberg
• MBA from a top-tier business school
• Experience with mid-cap companies (market cap $2B-$10B) in cross-border transactions

Required Skills

• Financial modeling and valuation expertise
• Proficiency in Microsoft Excel and PowerPoint
• Knowledge of M&A processes and deal structuring
• Healthcare industry knowledge
• Analytical thinking and attention to detail
• Strong communication and presentation skills
• Ability to manage multiple priorities and deadlines
• Team collaboration and leadership
• Research and data analysis capabilities
• Understanding of regulatory compliance in finance
• Client relationship management
• Problem-solving in complex scenarios
• Adaptability to fast-paced environments
• Technical skills in financial databases (e.g., Bloomberg, FactSet)
• Interpersonal skills for stakeholder engagement

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Wellness programs, including gym memberships and mental health support
• Employee stock purchase plan and other financial wellness benefits
• Global mobility opportunities within JP Morgan Chase's network

JP Morgan Chase is an equal opportunity employer.