Public Finance - Not-for-Profit Healthcare Team - Executive Director

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New York, NY
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Executive Director will oversee business development and deal execution for healthcare finance, leading a team and managing client relationships.
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Job Description
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 you as an Executive Director to train/manage vice presidents, analysts, associates, and interns. You will 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:

  • Create business development plans for target accounts
  • Lead deal identification; generate and evaluate strategic and financing ideas and options for clients
  • 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.
  • Pitch and execute strategic advisory transactions with the support of the healthcare team and corporate M&A, where appropriate.
  • 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.
  • Organize and participate in client meetings and calls; assist in preparing for the J.P. Morgan Healthcare conference


Required qualifications, capabilities, and skills:

  • Bachelor's degree with at least seven years of investment banking experience in public finance, 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.
  • 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.
  • 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.
  • Project management skills; adaptive and flexible to the complexities of projects and their deliverables.
  • Team player; capacity to collaborate and mentor and/or train junior team members.
  • Ability to exercise discretion in handling confidential information; work with all levels of employees and clients, including senior management; and to travel, when necessary.
  • Proficient with Microsoft Office (Excel, PowerPoint, Word, etc.). Additionally, Series 7 (previously obtained), 79 or 52, and 63 licenses required.


Preferred qualifications, capabilities, and skills:

  • Established network and reputation within NFP Healthcare preferred.
  • Not-for-profit healthcare experience


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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The Company
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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