Public Finance Investment Banking Director – Senior Living
Listed on 2026-08-16
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Finance & Banking
Capital Markets, Corporate Finance
• Lead deal origination, structuring, and execution for senior living and long-term care clients
• Build and sustain relationships with senior living providers, not-for-profit sponsors, and other issuers
• Identify and cultivate new client relationships and strategic opportunities
• Advise senior living leaders on capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy
• Lead bond issuances, refinancings, and other senior living capital markets transactions
• Develop and oversee financial models, including debt service calculations and bond issue sizing
• Advise clients on capital raising, debt structuring, and long-term financial planning
• Lead and mentor Associates and Analysts
• Monitor sector trends, competitive dynamics, and regulatory developments
• Collaborate with capital markets, credit, and public finance teams
• Support recruiting and franchise-building initiatives
- Bachelor's degree in Finance, Economics, or related discipline
- 7+ years of relevant experience in investment banking, public finance, municipal advisory, senior living, long-term care, healthcare finance, consulting, development, or a related field
- Familiarity with senior living and long-term care operating models, capital needs, debt structures, and nonprofit and healthcare provider financing considerations
- Experience with tax-exempt bonds, taxable debt, bank financing, private placements, or municipal finance preferred but not required for candidates with relevant industry experience
- Proven track record of client relationship management and successful transaction execution
- Strong financial modeling and analytical capabilities
- Excellent written and verbal communication skills
- Series 52, 63, and 7 licenses required, or willingness to obtain
- Demonstrated leadership experience, including managing and developing junior team members
- MBA a plus
Demonstrates expertise in leading capital markets transactions, financial modeling, and client relationship management within the senior living and long-term care sectors. Proven ability to mentor teams and navigate complex financial structures and regulatory environments.
Highest-signal resume keywords- Capital Markets Transactions
- Financial Modeling
- Client Relationship Management
- Leadership Experience
- Senior Living Industry Knowledge
- Financial Modeling
- Debt Structuring
- Transaction Execution
- Capital Needs Analysis
- Bond Issuance
- Debt Service Calculations
- Tax-Exempt Bonds
- Municipal Finance
- Analytical Capabilities
- Strategic Financial Planning
- Excellent Communication Skills
- Relationship Building
- Mentoring
- Collaboration
- Series 52 License
- Series 63 License
- Series 7 License
- Senior Living
- Long-Term Care
- Healthcare Finance
- Public Finance
- Investment Banking
- Municipal Advisory
- Nonprofit Financing
- Capital Raising
- Competitive Dynamics
- Regulatory Developments
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