Associate, Healthcare - Investment Banking
Stout · Chicago, United States +1 · 2mo ago
At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You’ll Make
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Healthcare team. The Associate will play a pivotal role in driving the firm’s M&A advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You’ll Do
Execute healthcare investment banking transactions across life sciences and healthcare services sectors.
Build financial models and perform valuation analyses using discounted cash flow, precedent transaction, comparable company, and pro forma merger methodologies.
Analyze financial performance, operating metrics, capital structures, and transaction scenarios to support client recommendations.
Coordinate due diligence, transaction workstreams, and communication among clients, buyers, investors, legal counsel, accounting advisors, and other transaction participants.
Prepare confidential information memoranda, management presentations, valuation materials, and other transaction documents.
Conduct company, industry, market, buyer, and investor research, including identifying potential strategic and financial buyers for sell-side transactions.
Participate in client meetings, management presentations, buyer discussions, and internal transaction reviews.
Maintain regular communication with senior bankers and client management regarding transaction progress, priorities, and key deliverables.
Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.
Review Analyst work product, provide day-to-day coaching, and support the development of junior team members.
Take increasing ownership of transaction execution from engagement kickoff through closing.
What You Bring
Bachelor’s degree in Finance, Economics, Mathematics, Accounting, or a related field.
3–5 years of middle-market investment banking experience, preferably within healthcare or life sciences.
Demonstrated transaction execution experience supporting engagements from preparation through closing; experience with 10 or more completed transactions is preferred.
Strong knowledge of mergers and acquisitions, private placements, valuation, and capital markets processes.
Advanced financial modeling and valuation skills.
Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Microsoft Office applications.
Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
Strong communication, organization, and project management skills with the ability to manage multiple assignments and deadlines in a fast-paced environment.
Strong attention to detail and commitment to producing accurate work.
Experience reviewing the work of junior team members and supporting their development.
FINRA licenses required for the role, or ability to obtain them within the required period.
How You’ll Thrive
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
https://www.stout.com/en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.