Healthcare Relationship Manager III

Healthcare Relationship Manager III

Capital One Healthcare is the premier provider of capital, financial solutions and related services to the U.S. healthcare market with a dedicated group of industry-focused professionals; it is part of Capital One Bank, N.A., a top-10 bank in the U.S. by loans and deposits. Capital One Healthcare’s team has been one of the leading arrangers of middle market healthcare loans (credit facilities below $1 billion) for over a decade (Thompson Reuters LPC). The Healthcare group, along with its product partners, provides senior debt (first and second lien), unitranche, mezzanine, debt and equity capital markets financing solutions, M&A advisory services, and a full spectrum of treasury management, derivatives and traditional banking products/services to healthcare companies and private equity firms in the United States. Typical transactions generally range from $15 million to $2 billion. 

This position is for an associate relationship manager banker focused on developing and servicing clients in the Healthcare Corporate Finance Direct Corporate Banking Team.

Summary:
 

As an Associate Relationship Manager at Capital One Healthcare Corporate Finance, you will work on managing and expanding our relationships with clients including healthcare companies, private equity firms, and other prominent entities in the healthcare industry.
 

Your activities will be centered on managing across a broad spectrum of corporate finance banking products, including syndicated senior credit facilities, high yield bonds, and public equity.   You will also coordinate closely with the Capital One Capital Markets Banking team to maximize ancillary revenue potential for healthcare clients and prospects.
 

We are seeking a proactive individual with strong financial and credit skills, solid presentation skills, a strong knowledge of healthcare middle market landscape, and a desire for exposure to Investment Banking, Loan Syndications and other capital markets-related products. The candidate should be willing to complete the FINRA Series 79 and Series 63 examinations at the appropriate time to ensure familiarity with the capital markets product suite.
 

Responsibilities:
 

Primary focus of developing/producing investment banking-like materials for clients/prospects

• Assist senior Relationship Managers (RMs) in the preparation of thematic/sector-focused customer presentations and term sheets, as well as manage the pipeline activity for sales reps and managers

• Client-specific pitches: M&A ideas, valuation, financial analysis, capital structure modeling; general updates

• Associate RM banker will often be the lead on these projects, liaising with senior banker, IRG, Risk, Syndications, DCM, ECM and M&A teams, among others

• Maintaining databases of transaction, trading and leverage comparables as well as KPI’s

• Complete pre-screen deal memos including analysis of industry and company financial condition, application of pricing models and evaluations of the viability and profitability of the opportunity

• Attend client meetings and calls with senior banker, as appropriate

• Work with senior bankers to help them plan, develop and execute an active client calling program targeting healthcare sub-sectors ‌to generate new loan, capital markets  and ancillary revenue opportunities
   

Key secondary focus will be supporting internal team efforts

• Working on transactions including writing deal screens and performing required analyses

• Attending conferences to facilitate knowledge sharing with senior bankers and others

• Assistance with pricing scenarios, company/deal/activity tracking, industry calendar, etc.

• Focus on creating concise, informative, professional client-focused work product

• Collaboration with senior RMs and range of internal partners a critical part of job

• Career progression could include advancement within coverage, transition to different group within CONA or external opportunities

 
Basic Qualifications:

• Bachelor’s degree or military experience

• At least 5 years of experience in commercial banking

Preferred Qualifications: 

• Masters