Healthcare Services Group (HSG) Analyst I

Truist Financial
Charlotte
Workplace: OnsiteFull timeFunction: Healthcare (Clinical, Medical, Wellness)Education: bachelorsSkills: ["Analytical ability","Attention to detail","Leadership","Interpersonal skills","Written communication"]

Support Healthcare Services Group (HSG) Bankers and leadership by performing financial analysis and modeling, providing credit underwriting support, and developing pitch and client presentation materials. Partner with client coverage teams on meeting preparation and prospect research, and contribute to portfolio analytics, pipeline management, market and competitive research, and sector strategy initiatives. Also support internal client management duties and strategic projects as assigned.

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Truist Financial
Truist Financial
1 day ago

Healthcare Services Group (HSG) Analyst I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Support Healthcare Services Group (HSG) Bankers and leadership by performing financial analysis and modeling, providing credit underwriting support, and developing pitch and client presentation materials. Partner with client coverage teams on meeting preparation and prospect research, and contribute to portfolio analytics, pipeline management, market and competitive research, and sector strategy initiatives. Also support internal client management duties and strategic projects as assigned.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Entry level

Key Responsibilities

  • •Perform financial modeling, forecasting, and sensitivity analysis to support HSG Bankers and leadership.
  • •Provide credit underwriting support and support portfolio analytics and industry research.
  • •Support client coverage activities including preparation for client meetings, annual reviews, prospect calls, and strategic relationship planning.
  • •Develop pitch materials, client presentations, and business development materials based on market and competitive intelligence.
  • •Support HSG leadership with business intelligence reporting, pipeline management, and sector strategy initiatives; assist with internal client management and special projects as assigned.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •BA/BS degree
  • •Licenses: Series 79 and Series 63
  • •Proven analytical ability with strong attention to detail
  • •Strong leadership and interpersonal skills, with the ability to work in a fast-paced, team-oriented environment
  • •Proficiency in Microsoft Excel and PowerPoint, plus solid written and oral communication skills
Education:Bachelor's
Skills:Analytical abilityAttention to detailLeadershipInterpersonal skillsWritten communication
Licenses:Series 79Series 63
Languages:English
Tech Stack:Microsoft ExcelPowerPoint

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn