Analyst, Finance & Banking, Financial Analyst

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, seed capital, FHA/HUD, capital and strategic planning as well as senior living research, education, and communication.

POSITION OVERVIEW

Ziegler is actively seeking an Analyst to join the Not-for-profit Senior Living Team. The Analyst will be responsible for providing analytical work in support of new business development and transaction execution, and for assisting senior bankers in the development and delivery of value-added investment banking products and services to senior living clients and prospects on the West Coast. The Analyst should expect some client exposure and will develop complex debt modeling skills, learn the senior living industry both from a credit and strategy perspective, and build client communication skills.

In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with senior bankers. This position will be based in either Scottsdale, AZ or Seattle, WA with a preference to Scottsdale, AZ.

The successful candidate will be responsible for the following:

• Performing various types of financial analysis and financial modeling for prospective and live transactions;
• Assisting in the development and production of proposals and presentations to clients and prospects;
• Industry and business research;
• Interacting with members of corporate management teams and with other professionals such as developers, architects, marketing and sales firms, and feasibility consultants;
• Perform financial, business and market analysis with a special emphasis on spreadsheet analysis of financial statements and benchmarking key performance metrics; and
• Other responsibilities and projects as assigned.

Professional qualifications

The Senior Living Analyst will possess the following:

• A BA/BS with demonstrated coursework in finance, economics, accounting, mathematics or related subjects (or analytical work experience in lieu of such coursework). A master's degree is a bonus;
• Familiarity with non-profit senior living strategy and/or finance is a plus;
• Strong quantitative and analytical skills including experience in financial modeling and present value analysis;
• Excellent Microsoft Office computer skills, especially Excel and PowerPoint;
• Full-time work experience in finance, accounting, business or healthcare is a plus; and
• Proficiency with DBC software is a plus.

Personal qualifications

• Outstanding interpersonal, verbal, and written communication skills;
• Solid organizational and time management skills;
• Demonstrable self-starter and ability to complete and start new tasks without daily direction;
• A career-motivated professional who is self-confident, energetic, and possesses a superb work ethic;
• Ability to thrive in a fast-paced environment;
• Aptitude to learn quickly new concepts and activities;
• Capacity to work independently as well as within a team;
• Flexibility to travel, sometimes with little advance notice.

Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.