Full-Time

Healthcare Relationship Manager II

Posted on 11/20/2024

Capital One

Capital One

10,001+ employees

Offers diverse financial products and services

Fintech
Financial Services

Compensation Overview

$152.3k - $186.4kAnnually

+ Performance-based incentive compensation + Cash bonuses + Long-term incentives

Mid

No H1B Sponsorship

Remote in USA + 2 more

More locations: Chicago, IL, USA | New York, NY, USA

New York and Illinois are hybrid positions requiring in-office presence.

Category
Corporate Finance
Investment Banking
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Bachelor’s degree or military experience
  • At least 3 years of experience in commercial banking
  • Masters degree
  • Completion of a formal credit training program or Certified Financial Analyst (CFA)
  • 3+ years of experience in corporate banking sales or underwriting
  • 2+ years of healthcare experience
  • 2+ years of experience in profit and loss, cash flow analysis, balance sheet modeling, leveraged buyout, accretion, dilution, or valuation
  • Leveraged finance experience
  • Strong familiarity or exposure to investment banking and commercial finance products
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

Capital One offers a range of financial services, including credit cards, savings accounts, car loans, and business checking accounts, primarily in the United States. The company focuses on user-friendly banking solutions with no fees or minimums, making it easier for customers to manage their money. Capital One stands out from competitors through its commitment to financial inclusion and literacy, partnering with organizations to provide educational resources. The goal is to make banking accessible and straightforward for everyone.

Company Stage

IPO

Total Funding

$15.9M

Headquarters

McLean, Virginia

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Capital One's extensive range of financial products and services provides ample opportunities for career growth and specialization.
  • The company's commitment to financial inclusion and literacy offers employees a chance to make a meaningful impact on communities.
  • Strategic partnerships and investments, such as those with Stripe, Adyen, and StrongDM, indicate a forward-thinking approach and potential for innovation.

What critics are saying

  • The competitive financial services landscape requires Capital One to continuously innovate to maintain its market position.
  • The end of the consumer card partnership with Walmart could impact customer acquisition and revenue streams.

What makes Capital One unique

  • Capital One's focus on financial inclusion and no-fee banking solutions sets it apart from traditional banks that often have more restrictive fee structures.
  • Their strategic partnerships with fintech giants like Stripe and Adyen for fraud prevention highlight their commitment to leveraging technology for enhanced security.
  • Capital One's collaboration with educational platforms like Khan Academy underscores their dedication to financial literacy, a unique value proposition in the financial services sector.

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Benefits

Medical, Dental, & Vision coverage

Onsite Health Centers

Prescription saving with network of local pharmacies

Stock Purchase Plan

Education Assistance

401(k)

Flexible Spending Accounts

Life and Disability insurance

Generous paid time off + corporate & floating holidays

Registered dieticians on site, cooking classes and free virtual fitness classes

Employee Assistance Program