Public Finance Investment Banking Director – Senior Living
Core
Lead deal origination, structuring, and execution for capital markets transactions (tax-exempt and taxable bonds) serving senior living and long-term care providers.
Role type
Senior IC investment banking director (public finance)
Builds
Tax-exempt and taxable bond issuances, refinancings, and capital markets transactions for senior living clients
Domain
Public finance / Senior living and long-term care
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
deal origination, transaction structuring, client relationship management, financial modeling, strategic advisory, team leadership, market intelligence
Preferred skills
senior living operations knowledge, tax-exempt bond expertise, healthcare finance experience
Technologies
bond issuance platforms, financial modeling tools
Responsibilities
Build and sustain relationships with senior living providers and sponsors; Identify and cultivate new business opportunities; Lead structuring and execution of bond issuances and refinancings; Develop and oversee financial models for debt transactions; Provide expert guidance on capital raising and financial planning; Mentor Associates and Analysts; Maintain deep understanding of sector trends and regulations; Partner with internal capital markets and credit teams; Contribute to talent recruitment and franchise building
Seniority
Director, hands-on IC with team leadership