Job Title: Associate, Business Management
Reports to: Director, Business Management
Department: Investment Banking
Location: New York
Salary Range: $115,000-$135,000
Overview
The Associate, Business Management will play a critical role in supporting the strategic, financial, and operational initiatives of the Investment Banking division. This individual will partner closely with the broader business management team and bankers to drive data accuracy, operational discipline, and execution of key management processes. The ideal candidate is detail-oriented, analytical, and comfortable managing multiple workstreams in a fast-paced environment.
Responsibilities
Pipeline & Business Performance Management
Support business managers in collecting and consolidating regular pipeline updates from bankers across the investment banking group
Track and analyze key metrics, including revenues, expenses, deals done away (DDAs), and pipeline trends to support management reporting
Assist in preparing materials and updates for internal presentations, monthly prospect calls, and strategic planning sessions
Financial and Expense Oversight
Prepare client invoices and process approvals in the Databasic system, ensuring accuracy and timeliness
Support expense management processes by reviewing approvals for alignment with firm policies
Manage relationships with market data vendors, assisting with contract negotiations and software evaluations.
Maintain and update month-end accounting trackers to ensure accurate financial reporting and reconciliation
Assist with quarter-end processes, including attestations and updating of the firm overview deck
Operational Governance & Controls
Oversee the due diligence process and facilitate regular review with coverage bankers
Manage the closing file process, ensuring all transaction files are completed, organized, and archived in a timely manner
Project and Reporting Support
Support business managers with quarterly league table and fee pool analysis
Coordinate ad hoc projects such as market updates, management reporting requests, and data analysis to support senior management
Contribute to the standardization of business processes and development of best practices across teams
Qualifications
Bachelor’s degree in Finance, Business, Economics, or related field
3+ years of experience in investment banking, financial services, consulting, or a similar analytical/operational role
Strong analytical skills with the ability to interpret data, identify trends, and produce actionable insights
High attention to detail and ability to manage multiple priorities in a fast-paced environment
Proficiency in Excel and PowerPoint; experience with CRM systems, pipeline tools, or BI platforms is a plus
Ability to work cross-functionally and build strong working relationships with senior stakeholders
Excellent verbal and written communication skills with the ability to clearly synthesize information
Self-starter with a process-improvement mindset and comfort operating in a dynamic environment
About Leerink Partners, LLC
Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm’s strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority.
Equal Employment Opportunity
Leerink Partners is an equal opportunity employer and is dedicated to expanding its commitments and investments to create a more diverse, equitable and inclusive company culture and innovative ecosystem. We are strongly committed to the values and policy of equal employment opportunity across our employment practices.
Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, benefits, and/or other perks, as outlined in any formal offer made.
Top Skills
What We Do
Leerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The firm’s strategic focus on the healthcare industry empowers it to provide unique advice and insights to its clients. The firm is a broker-dealer registered with the United States Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority. SVB Securities LLC is doing business as Leerink Partners.
