Public Finance – Non-Profit Healthcare – Executive Director

As an Executive Director for J P Morgan’s Public Finance Group, you will be responsible for providing investment banking solutions for the complex financing needs of the firm’s public sector clients throughout the country. Client teams are based regionally and by industry sectors (Infrastructure, Healthcare, Higher Education, Housing, Energy and Environmental, etc.). The Public Finance Group provides exposure to all aspects of the capital markets by working closely with our sales and trading, underwriting, derivatives, and debt capital markets desks for prospective and live transactions.

The objective of this position is to serve as a senior Not-for-Profit healthcare coverage banker and manage all aspects of business development, deal execution and management to generate revenue within the sector. In addition, we expect an Executive Director to train/manage vice presidents, analysts, associates and interns. Executive Directors develop financing and strategic advisory transaction ideas, market the firm’s services with new and existing clients (relationship management/client coverage), present ideas to clients, create presentations and plans of finance and credit responses for request for proposals (RFPs), initiate the deal execution process with junior team members while ensuring regulatory and compliance duties are achieved.

Job Responsibilities:

• Organize and participate in client meetings and calls; assist in preparing for the J.P. Morgan Healthcare conference
• Create business development plans for target accounts
• Lead deal identification; generate and evaluate strategic and financing ideas and options for clients
• Provide guidance to junior staff and review of client presentations, analysis and responses to requests for proposals (RFPs).
• Mentor and train junior team members.
• Coordinate internally to maximize the firm’s resources in support of client efforts.
• Pitch and execute strategic advisory transactions with the support of the healthcare team and corporate M&A, where appropriate.
• Execute financing transactions; review numbers (new money, refunding, restructuring analysis with DBC and Excel) and review debt profiles; coordinate with internal and external parties and ensure regulatory compliance.

Required qualifications, capabilities, and skills:

• Ability to exercise discretion in handling confidential information; work with all levels of employees and clients, including senior management; and to travel, when necessary.
• Previous finance experience in the following areas: developing financial models to structure bond transactions, performing new money and refunding analyses using DBC including variable and fixed rate bonds, participating in the execution of senior managed deals including the coordination of all financing team members, due diligence activities, analyzing and structuring debt, analyzing financial legal documentation, presenting financing and credit analysis plans to clients, creating investor presentations and coordinating investor tours.
• Bachelor’s degree with at least seven years of investment banking experience in public finance, preferably not-for-profit healthcare experience, is required. Knowledge and understanding of the following areas: NFP healthcare systems, financial markets, interest rate movements, economic indicators, municipal bonds and deal timelines and processes.
• Project management skills; adaptive and flexible to the complexities of projects and their deliverables.
• Proficient with Microsoft Office (Excel, PowerPoint, Word, etc.). Additionally, Series 7(grandfathered), 79 or 52 and 63 licenses required.
• Exceptional work ethic, self-motivated, detail oriented and confident; ability to work with minimal supervision. Strong communication (verbal, written and active listening), quantitative, qualitative, research, client service and relationship building skills. Established network and reputation within NFP Healthcare preferred.
• Team player; capacity to collaborate and mentor and/or train junior team members.