Healthcare Services Group (HSG) Analyst I

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Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

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.

Essential Duties and Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.

Preferred Qualifications:

• 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.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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