Public Finance - Not-for-Profit Healthcare Team - Analyst

The Not-for-profit Healthcare team within JPMorganChase’s Public Finance Group consistently ranks as the #1 team in the industry by market share, serving the largest NFP healthcare systems in the country. As an Analyst, you will work closely with senior bankers and team members to develop financing and strategic advisory transaction ideas, prepare presentations and plans of finance, respond to requests for proposals (RFPs), and support the deal execution process while ensuring regulatory and compliance duties are achieved.

J. P. Morgan’s Public Finance department delivers 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.

Job responsibilities:

• Assist in the creation of business development plans for target accounts.
• Support deal identification; help generate and evaluate strategic and financing ideas and options for clients.
• Assist in executing financing transactions; prepare numbers (new money, refunding, restructuring analysis with DBC and Excel) and review debt profiles; coordinate with internal and external parties and ensure regulatory compliance.
• Support the execution of strategic advisory transactions with the healthcare team and corporate M&A, where appropriate.
• Prepare client presentations, analysis, and responses to requests for proposals (RFPs).
• Collaborate with team members and support internal coordination 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 relevant internship or work experience in public finance or investment banking. Knowledge and understanding of the following areas: NFP healthcare systems, financial markets, interest rate movements, economic indicators, municipal bonds, and deal timelines and processes.
• Experience or coursework 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, due diligence activities, analyzing and structuring debt, analyzing financial legal documentation, presenting financing and credit analysis plans, creating investor presentations.
• Strong work ethic, self-motivated, detail-oriented, and confident; ability to work with 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 learn from senior 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 preferred or willingness to obtain.

 

Preferred qualifications, capabilities, and skills:

• Interest in developing a network and reputation within NFP Healthcare.
• Not-for-profit healthcare experience or relevant coursework.