Public Finance Investment Banking Director – Senior Living
About The Position
Piper Sandler is seeking a Public Finance Investment Banking Director to join their Senior Living team. This role can be based in any of their regional offices. The Director will be a senior member of the team, responsible for leading deal origination, structuring, and execution for clients in the senior living and long-term care sector. The ideal candidate will possess deep industry expertise, strong relationships, strategic insight, and the ability to develop new business. Responsibilities include managing client relationships, overseeing transaction teams, and expanding the firm's presence in the sector. The role may emphasize origination, strategic planning, relationship development, and franchise building, with transaction execution tailored to the candidate's experience.
Requirements
- Bachelor's degree in Finance, Economics, or related discipline; MBA a plus.
- 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 the financing considerations affecting nonprofit and other healthcare providers.
- 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 and 63 and 7 licenses required or willingness to obtain.
- Demonstrated leadership experience, including managing and developing junior team members.
Nice To Haves
- Experience with tax-exempt bonds, taxable debt, bank financing, private placements, or municipal finance is preferred but not required for candidates with relevant industry experience.
Responsibilities
- Build and sustain strong relationships with senior living providers, not-for-profit sponsors, and other issuers within the sector.
- Identify and cultivate new client relationships and strategic opportunities; engage senior living leaders in consultative discussions regarding capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy.
- Lead the structuring and execution of bond issuances, refinancings, and other capital markets transactions specific to senior living financings.
- Develop and oversee financial models to structure and optimize debt transactions, including calculating debt service and sizing bond issues.
- Provide expert guidance to clients on capital raising, debt structuring, and long-term financial planning.
- Lead and mentor Associates and Analysts, fostering a collaborative, high-performance culture consistent with the group's mentorship-driven approach.
- Maintain a deep understanding of trends, competitive dynamics, and regulatory developments within the senior living and long-term care space.
- Partner with internal teams across capital markets, credit, and public finance to deliver comprehensive client solutions.
- Contribute to the identification and recruitment of new talent for the group, along with other franchise-building initiatives.
Benefits
- Annual incentive compensation
- Competitive market total compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
