What are the responsibilities and job description for the Upper Midwest Senior Living Banker position at B C Ziegler & Co?
CORPORATE PROFILE
Ziegler is a privately held investment bank, capital markets and proprietary investments firm. Specializing in the healthcare, senior living and education sectors, as well as general municipal and structured finance, enables us to generate a positive impact on the communities we serve. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading and research.
Business unit
Ziegler is one of the nation’s leading underwriters of financing for not-for-profit senior living providers. Ziegler offers creative, tailored solutions to its senior living clientele, including investment banking, financial risk management, merger and acquisition services, investment management, seed capital, FHA/HUD, capital and strategic planning as well as senior living research, education, and communication.
POSITION OVERVIEW
The position is responsible for creating new client relationships for new business development and transaction execution. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with other senior bankers, as well as manage a team of analytic professionals. Ziegler is interested in candidates located in, or who would be willing to relocate to the Chicago market preferably, or Milwaukee or Minneapolis as Ziegler has offices in all locations.
This banker will be responsible for:
- Becoming integrated into the NFP Senior Living Finance team in the Midwest as part of our overall leading national senior living and care footprint.
- Covering numerous existing client relationships of the Firm and initiating and creating new client relationships and expanding the not-for-profit Senior Practice in the upper Midwest Living Finance practice.
- Maintaining client relationships during deal execution while working with Ziegler team members
- Originating, structuring and/or executing transactions.
- Performing high-level financial analysis on actual and prospective financing transactions (e.g. modeling, forecasting, and structuring);
- Preparing and delivering presentations to senior level executives and board members.
Professional qualifications
A successful investment banker at Ziegler is a highly accomplished financial professional with proven experience providing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core healthcare banking sectors, principally Healthcare Services. This individual will have a minimum of 8-10 years of relevant experience in investment banking or concomitant corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions.
The successful candidate possesses the following qualities:
- Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity.
- Demonstrated access to clients and leaders in the senior living sector, being able to leverage the expertise of Ziegler.
- The ability, in both written and oral presentations, to communicate confidently vision and direction.
- An undergraduate degree from a well-regarded institution. An MBA degree or a CFA designation is highly desirable.
Personal qualifications
The successful candidate is a mature, confident executive who is comfortable and effective at all levels of life, at the office and personally. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture.
This banker possesses the following characteristics:
- Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives. In other words, this individual is:
- Focused on processes as well as customer and people management.
- Excellent consultative, collaborative, influencing communication skills.
- A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships.
- Ability to set clear and deliverable goals. Demonstrates resilience, passion and commitment to deliver and be accountable for the results.
- A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge based approach to decision making.
- Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results.
- Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work and partnership.
- Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth.
- High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor.
- Able to quickly win the respect of others by sound knowledge, good judgment and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business
COMPENSATION
The compensation range for this position is commensurate with experience and incoming title. Additionally this position is eligible for a significant incentive compensation package in line with investment banking standards.
Salary : $150,000 - $225,000