Investment Banking Associate – Healthcare Investment Banking

Job Description

Investment Banking Associate – Healthcare | Societe Generale

The Tone:
This is a full-time role at Societe Generale, located in New York, NY, operating within a hybrid work environment. Societe Generale is a global financial institution committed to fostering an inclusive culture, strengthening bonds with colleagues and communities, and anticipating market changes. This role is crucial to the Healthcare Investment Banking team’s mission, contributing to the origination and execution of significant investment banking transactions across the Americas and globally. The Associate will be central to client interactions, financial analysis, and deal management within a vital sector of the bank’s operations.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, New York, NY

• Team: Healthcare Investment Banking team, fully integrated with product groups and cross-border teams.
• Mission: To originate, execute, and advise on investment banking transactions (M&A, IPO, Leveraged Finance) within the Healthcare sector, developing client relationships and providing analytical and execution support.
• Tech Stack: Bloomberg data, CapIQ, FactSet, Excel, PowerPoint, Word

What You’ll Actually Do
• Client Advisory: Serve as a primary contact for developing and participating in client presentations to advise on various investment banking transactions, including cross-border M&A and IPOs.
• Relationship Development: Cultivate and strengthen client relationships within specific healthcare industry verticals such as Medical Technology, Pharma Services, and Biopharma.
• Strategic Evaluation: Analyze strategic alternatives for clients and provide informed recommendations, both internally and directly to clients.
• Financial Modeling: Prepare and thoroughly review complex financial models, including detailed valuation and merger consequences analyses.
• Deal Execution Management: Provide essential deal execution support through quantitative and qualitative analyses, managing due diligence processes, and coordinating all involved parties.

The Must-Haves
• Background: Bachelor’s degree or higher from a competitive program, demonstrating composure and emotional maturity to interact directly with senior Managing Directors and lead client discussions.
• Experience: At least 3 years of on-site prior relevant financial services experience (or 1 year post-graduate for MBA/JD holders), with M&A experience being highly valued.
• Skills: Proficient in financial analysis methodologies such as DCF, LBO, comparable companies, and precedent transactions; expertise in Excel, PowerPoint, and Word; exceptional oral and written presentation skills.
• Bonus: Preference for an MBA or JD degree from a top tier program; completion of at least the CFA Level I examination or CPA designation; Series 79, 63, and SIE already obtained or to be obtained within 5 months of hire.