Investment Banking Associate

Investment Banking Senior Associate

Location: Dallas, TX

Sector: Healthcare Services

Overview

We are partnered with a leading middle-market investment bank seeking an Investment Banking Senior Associate to join its Healthcare Services team in Dallas, TX. This team is highly active and offers significant exposure to senior bankers, clients, and transaction execution. The position provides an excellent opportunity to take on meaningful responsibility, work on complex M&A transactions, and join a firm with a strong culture, collaborative environment, and clear path for long-term career growth.

Responsibilities

The Investment Banking Senior Associate will:

• Build and maintain complex financial models, including valuation, merger, and operating models.
• Conduct detailed financial, operational, and strategic analyses to support M&A and capital markets transactions.
• Partner closely with senior bankers on transaction execution and client deliverables.
• Manage day-to-day deal processes, diligence workstreams, and project timelines.
• Develop presentations, marketing materials, and client communications.
• Analyze industry trends, competitive dynamics, and key market developments within Healthcare Services.
• Mentor and guide junior team members throughout transaction execution.

Qualifications

The ideal candidate will have:

• 4+ years of investment banking experience
• Prior experience executing M&A transactions, preferably within Healthcare or Healthcare Services
• A strong track record of closed transaction experience
• Advanced financial modeling, valuation, and analytical skills
• Excellent communication and client-facing abilities
• The ability to thrive in a fast-paced, team-oriented environment
• A willingness to relocate to or be based in Dallas, TX

If this role is of interest please apply in below!