Healthcare Services Group (HSG) Analyst I

Truist•Charlotte, NC

4d•Onsite

About The Position

Responsible for supporting Healthcare Services Group (HSG) Bankers and leadership in delivering banking solutions to for-profit healthcare services clients. Responsibilities include financial analysis and modeling, credit support, client and prospect research, presentation development, and participation in client-facing engagements. Supports HSG leadership through business intelligence reporting, portfolio analytics, market research, sector strategy, and business development initiatives. Additional responsibilities may include internal client management duties and special projects as specified by manager and team.

Requirements

BA/BS degree
Licenses: Series 79, 63
Proven analytical ability and attention to detail
Solid leadership and interpersonal skills
Proven ability to work well in a fast-paced, team-oriented environment
Strong written and oral communication skills
Some related work experience since graduation from an undergraduate program
Proficiency in Microsoft Excel and PowerPoint.

Nice To Haves

One year of experience in Commercial Banking, Corporate Banking, Healthcare Banking, Credit Analysis, Public Accounting, Consulting, or Corporate Finance.
Experience with financial modeling, forecasting, and credit analysis.
Interest in or exposure to for-profit healthcare services, to include physician and provider organizations and platforms.

Responsibilities

Works closely with HSG Bankers and vertical leadership.
Performs assigned duties with some independence, including financial modeling, forecasting, sensitivity analysis, credit underwriting support, portfolio analytics, industry research, and presentation development.
Supports client coverage activities, including preparation for client meetings, annual reviews, prospect calls, and strategic relationship planning.
Assists in the development of pitch materials, client presentations, industry insights, and business development materials.
Supports HSG leadership through business intelligence reporting, pipeline management, market analysis, competitive intelligence, and sector strategy initiatives.
Conducts healthcare industry research and analyzes market trends, practice consolidation activity, private equity investment, reimbursement dynamics, and other healthcare-specific developments.
Additional responsibilities on internal client management duties and strategic initiatives as specified by manager and team.