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TripleTree - Investment Banking Associate

Location: Bloomington, Minnesota; New York, New York
Job ID R180961 Updated date 09/30/2024
5600 W 83rd St (74056), United States of America, Bloomington, Minnesota

TripleTree - Investment Banking Associate

TripleTree is a trusted partner for mergers and acquisitions, recapitalizations, and strategic advisory services. As a leading healthcare investment bank, we are dedicated to continuous improvement and growth. This commitment impacts the knowledge, relationships, and resources across our business, and requires the addition of talented professionals with strong analytic, strategic thinking, communication and leadership skills - and drive to succeed. 

Our Associates perform critical functions throughout the entire transaction process, from helping to prepare clients for market, engaging with potential buyers, and facilitating due diligence to ultimately closing the deal. The position offers substantial opportunities to gain financial and technical expertise, professional development, and upward mobility, while taking on a substantial amount of responsibility in transaction execution, client management, and new business development. 

General responsibilities

  • Preparing, analyzing, and explaining historical and projected financial information

  • Managing and assisting in the preparation of financial models and business valuations

  • Conducting industry and company-specific business due diligence

  • Creating client marketing presentations, memoranda, and deliverables

  • Attending client meetings

  • Drafting and collaborating on pitch presentations

  • Developing an understanding of the underlying trends that affect the Healthcare industry

  • Coordinating and managing the creation of industry research publications

  • Assisting in the development and continued cultivation of client, prospective client, and professional advisor relationships

  • Assisting in the management and mentoring of Analyst team members 

Basic Qualifications

  • Bachelor's degree or Military Experience 

  • At least 3 years of investment banking, private equity, or transaction advisory experience with a focus on Mergers & Acquisitions

Preferred Qualifications

  • Bachelor's degree in finance, accounting, business, or economics

  • 4 or more years of M&A investment banking, private equity, or transaction advisory experience within the healthcare space

  • Financial modeling experience, to include DCF and LBO

  • Strong analytical and quantitative skills

  • Knowledge of general accounting and finance principles

  • Strong written and oral presentation skills

  • Ability to work independently in a fast-paced environment

  • Strong work ethic, attention to detail, and a passion for excellence

  • A working knowledge of spreadsheet and word processing software programs

  • FINRA Licenses - Series 63, Series 79, SIE

At this time, TripleTree as part of Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting.  Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

New York City: $150,000 - $225,000 for Associate, Mergers and Acquisitions

Minnesota: $150,000 - $225,000 for Associate, Mergers and Acquisitions

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

#CapMkts #TripleTree

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Who We Are

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.