Investment Banking Associate & Sr Analyst

We are partnered with a leading Upper Middle Market Investment Bank seeking to add an Investment Banking Sr Analyst and an Associate on their Healthcare team in CHarlotte, NC . This is an opportunity to work with highly regarded bankers, gain extensive sell-side M&A experience, and support sectors experiencing strong deal flow, all while working closely with senior leadership.

Key Responsibilities

• Conduct comprehensive research and prepare analyses on companies, industries, capital markets, and financial performance (historical and projected).
• Build and refine financial models, valuation analyses, capital structure assessments, marketing materials, and client presentations.
• Support all aspects of transaction execution, including due diligence and process management.
• Assist in developing pitch books for prospective clients, industry coverage efforts, and advisory initiatives.
• Maintain and enhance databases for investors, financing sources, and clients to optimize deal marketing and execution.
• Identify, evaluate, and engage appropriate investors for ongoing and upcoming transactions.
• Mentor and support junior analysts and interns to ensure high-quality work output.

Ideal Candidate Profile

• 3-5 years of investment banking experience required.
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• Strong proficiency in financial modeling, financial statement analysis, and valuation methodologies.
• Excellent written and verbal communication skills.
• Ability to manage multiple workstreams, perform under pressure, and meet tight deadlines.
• Demonstrated experience supporting financial and operational due diligence.
• Team-oriented mindset with the ability to excel in a fast-paced environment.
• Must be based in Charlotte, NC or willing to relocate.