Careers

First Year Analyst

Analysts work in focused three to six person teams on M&A, private equity recapitalization, capital raising, and strategic advisory engagements. Our lean deal teams provide an excellent opportunity for senior-level banker interaction and client exposure, as well as immediate “hands-on” experience. The Analyst role provides broad experience across multiple healthcare sectors and all stages of transaction execution from pitch phase through closing. This is a potential career track position – we have promoted numerous Analysts to Associate.

Key Responsibilities

• Preparing financial models and valuation of private and public companies
• Creating offering memoranda, preparing internal committee memoranda, and creating client “pitch books”, management and board presentations
• Managing client due diligence processes

Qualifications

• Relevant internship experience or prior work experience in investment banking, private equity, corporate development, finance and/or consulting
• Strong educational background with a Bachelor’s degree with coursework in finance and accounting with an overall cumulative minimum GPA of 3.5
• Strong analytical skills, including accounting fundamentals
• Superior written and oral communication skills
• Proven ability to work well in a fast-paced team environment

Second / Third Year Analyst

Qualifications

• Has been an Analyst for at least 2 years (candidates with master’s degree preferred)
• Primary middle market sell-side M&A experience
  • Public markets and biotech financings experience not applicable
  • Real Estate, Public Finance, or Power & Utilities backgrounds are unlikely to provide the relevant M&A experience required
• Industry experience in one or more of the following sectors: Healthcare (preferred), TMT (Technology, Media and Telecommunications), Consumer, Industrials, and Financial Sponsors (especially experience working on PE PortCo transactions)
• Closed one or more sell-side M&A transactions
• Experience at a firm with more than 10 professionals
• Licenses: Series 79 required, Series 63 preferred

Apply for this Position

Associates work in focused three to six person teams on M&A, private equity recapitalization, capital raising, and strategic advisory engagements. Edgemont’s deal team staffing provides extensive client exposure with leading healthcare industry companies and private equity/venture capital investors. We offer excellent potential for promotion within the firm.

The Associate role provides an exciting opportunity to be actively engaged in transaction execution within a broad range of healthcare industry sectors. Associates are supported by a mentorship program with senior bankers and outside continuing education and skill development.

Key Responsibilities

• Creation and oversight of presentations to senior management and board members of clients and prospective clients
• Preparation of offering memoranda, pitch books and other materials related to M&A transactions, private equity and debt financings, valuations and fairness opinions
• Comprehensive financial modeling and valuation analyses
• Managing client due diligence processes
• Oversight of Analysts on deal teams and assist in training and mentoring of Analysts;

Qualifications

• Completed a 2- or 3-year Analyst program
  • No MBA Associates (unless they completed a full-time investment banking Analyst program prior to their MBA)
• Primarily middle market sell-side M&A experience
  • Public markets and biotech financings experience not applicable
  • Real Estate, Public Finance, or Power & Utilities backgrounds are unlikely to provide the relevant M&A experience required
• Industry experience in one or more of the following sectors: Healthcare (preferred), TMT (Technology, Media and Telecommunications), Consumer, Industrials, and Financial Sponsors (especially experience working on PE PortCo transactions)
• Closed three or more sell-side M&A transactions and worked on deal teams where they have managed an Analyst
• Experience at a firm with more than 10 professionals
• Licenses: Series 79 and Series 63 required
• Bachelor’s degree in Finance, Business, Economics, Life Sciences, or a related field; advanced degree preferred
• Minimum of 4–6 years of experience in investment banking, with a focus on sell-side healthcare M&A transactions
• Strong financial modeling and valuation skills, including proficiency in Excel and financial modeling software; knowledge of healthcare-specific valuation methodologies preferred but not required
• Deep understanding of the healthcare sector, including sub-sectors such as Healthcare Services and Healthcare IT
• Excellent analytical, problem-solving, and strategic thinking abilities
• Exceptional communication and presentation skills, with the ability to interact effectively with clients and senior-level professionals
• Proven track record of successfully executing M&A transactions, including buy-side and sell-side deals within the healthcare industry
• Strong project management and organizational skills, with the ability to manage multiple tasks and prioritize effectively in a fast-paced environment
• High level of professionalism, integrity, and attention to detail

Apply for this Position

We seek to attract, develop and retain talented professionals at all levels of our firm. If you are an experienced professional who is interested in speaking with us, please submit your resume in confidence to [email protected].

Apply for this Position

Location: Remote (periodic travel to New York HQ and conferences)
Type: Full Time Employee or Contract

The Opportunity

Edgemont is expanding its dedicated research and thought leadership platform to elevate the firm’s brand and strengthen its position as a premier source of healthcare sector intelligence. We are seeking a Director of Healthcare Research to lead this initiative.

This is a unique opportunity for a healthcare research professional who also brings digital content strategy expertise. The role sits at the intersection of healthcare intelligence, compelling content production, and multi-channel digital distribution. You will oversee Edgemont’s content ecosystem, developing research that supports business development while building a cohesive brand presence across the firm’s website, LinkedIn, email marketing, and industry events.

This is not a traditional “Head of Research” position focused solely on writing reports. We are looking for someone who can own the end-to-end content development process, from concept and analysis to formatting, design direction, and digital optimization across multiple platforms.

Your role will support origination and help drive business from PE firms and founders and as such you will be embedded in our team of Managing Directors.

What You’ll Do

Research & Content Production

• Collaborate with Managing Directors to translate market themes, deal insights, and sector intelligence into proprietary content
• Author deep-dives, market outlooks, conference recaps, and white papers
• Develop and maintain a production schedule
• Create derivative content from major reports, distilling key findings into LinkedIn posts, email blurbs, infographics, and short-form articles
• Produce evergreen educational content for founders (transaction preparation guides, quality of earnings primers, valuation overviews)
• Leverage AI-powered research tools to accelerate workflows while ensuring rigorous fact-checking and original analysis

Digital Strategy & Brand Development

• Oversee and optimize the digital content strategy across web, social, and email channels
• Build and manage an email newsletter program featuring curated healthcare headlines, transaction data, valuation multiples, and original analysis
• Direct graphic designers to produce visually polished and impactful deliverables aligned with Edgemont brand guidelines

Market Intelligence & Business Development Support

• Develop forward-looking thematic research on emerging sectors, consolidation trends, and regulatory developments
• Create conference-ready materials and insight briefs for major healthcare industry events
• Build and maintain a content calendar aligned to industry conference schedules, quarterly reporting cycles, outbound email campaigns, and seasonal M&A patterns

Who You Are

Required Qualifications

• 5-15 years of professional experience in healthcare research, consulting, content production, or a related field with demonstrated published output
• Deep knowledge of healthcare industry dynamics, M&A trends, and key sectors (pharma services, healthcare IT, physician services, behavioral health, post-acute care, medical technology, or similar)
• Proven ability to produce institutional-quality written research: white papers, market reports, and analytical notes that resonate with sophisticated PE and corporate audiences
• Strong digital content expertise: understanding of how to format, optimize, and distribute content across Edgemont’s platforms for maximum engagement
• Graphic design awareness (not execution): ability to brief designers, provide formatting direction, and ensure visual quality of published materials across digital and print mediums
• Familiarity with AI-powered research tools (AlphaSense, Pitchbook, CapIQ, ChatGPT/Copilot, data analytics platforms) and ability to integrate them into research workflows
• Self-directed work style suited to minimal day-to-day oversight
• Excellent people skills: ability to collaborate with senior bankers, extract market insights from deal teams, and translate complex transaction experience into compelling published narratives

Preferred Background

We welcome candidates from healthcare or adjacent sectors such as:

• Former healthcare strategy consultants (BCG, McKinsey, LEK, or similar strategy/consulting firms) seeking a flexible, research-focused role
• Internal research professionals from healthcare organizations such as CROs, healthcare data companies, or health systems with a track record of published industry analyses
• Healthcare-focused journalists, editors, or content strategists with financial and analytical sophistication
• Marketing or content professionals from healthcare services companies with deep sector knowledge and digital expertise
• Sell-side or buy-side healthcare research analysts with content creation and digital distribution experience

What Sets You Apart

The ideal candidate is a strong writer and a skilled analyst that creates content as a strategic asset. You understand that a great white paper is only as impactful as its distribution, and you instinctively structure content for different platforms. Specifically, you combine:

• Healthcare domain expertise with strong writing ability
• Research rigor with digital content strategy sensibility
• Analytical depth with practical marketing and distribution knowledge
• The ability to produce, format, and optimize content for maximum digital impact across traditional platforms, and beyond

How to Apply

Interested candidates should submit a resume and a brief cover letter describing their relevant experience and interest in the role. We particularly value candidates who can share examples of published research, content portfolios, or digital content strategies they have developed.

Please include links to any published work (articles, white papers, LinkedIn posts, newsletters, or similar) that demonstrate your research quality and digital content capabilities.

Apply for this Position