Treasury & Capital Markets

The Organization

We help society’s foundational institutions—healthcare and higher education—to achieve their full potential in service to others.

We are our clients’ trusted partners in ever-changing times. For more than 30 years, Kaufman Hall has provided independent, objective insights grounded in sound data and analysis to help clients fulfill their missions, achieve their goals, and tackle their toughest problems.

Kaufman Hall provides world-class management consulting in strategic financial planning (a concept we created); performance improvement; partnerships, mergers, and acquisitions; and treasury and capital markets. Kaufman Hall’s consulting is supported by a deep foundation of benchmarking and software tools.

At Kaufman Hall, we believe that sustained success is never an accident. It is the result of sound decision making, based on data-driven analysis and disciplined thinking, and guided by the fundamental principles of corporate finance.

The Position

As a senior leader in the Financial Advisory Practice, you will be crucial to a team working daily with clients, investment and commercial banks, and other working group members.

Essential Functions:

• Liaison between junior and senior staff, as well as managing client relationships
• Superior execution throughout all processes of a transaction
• Effective control and management of internal and external deadlines
• Ability to recognize new business opportunities for existing clients and leverage relationships
• Create, analyze, evaluate and quality check debt and derivative models using Microsoft Excel, DBC, and proprietary analytical tools
• Coordinating, drafting and editing presentations and communications with clients
• Monitor and communicate market developments
• Lead financing working group calls/meetings, as requested and appropriate
• Participate in the delivery of all client services
• Review bond and swap legal documentation
• Collaborate effectively with team members of both junior and senior levels
• Demonstrate self-initiative and team-play in developing ideas and models to improve current processes while producing high-quality, value-added results
• Analyze and interpret credit models and databases
• Perform bond and swap evaluations on a monthly basis, or as needed
• Grow in knowledge of health care as an industry and treasury best practices

Qualifications

• Extremely detail-oriented
• Superior analytical, quantitative, and financial modeling skills
• Keen interest of capital markets, especially bond and swap markets
• At ease with financial mathematics and an ability to teach concepts to clients
• Proficiency in Microsoft Excel, Word, PowerPoint, and other analytic tools
• Capable manager and mentor in a supervisorial role
• Clear and concise presentation and communication skills
• Highly intelligent and intellectually curious
• Fresh thinking, innovative approaches to problem solving
• Ability to handle multiple tasks simultaneously
• At home in a service-driven, client-centric culture
• Team focused; supportive and accountable to colleagues
• Self-motivated; ability to take initiative on assigned project components
• Ability to overcome obstacles; tenacity
• Committed to integrity and high ethical standards
• Willingness and ability to travel, sometimes on short notice, on a limited basis
• Current permanent US work authorization required
• 8-10 years of relevant work experience

Our Level Construct:

• Associates
• Senior Associates
• Assistant Vice Presidents
• Vice Presidents
• Senior Vice Presidents
• Managing Directors

Education: Bachelor’s degree required

Physical Requirements

• Must be able to perform essential duties satisfactorily with reasonable accommodations.
• Work is generally done sitting, talking, hearing and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.

Work Environment

• Travel Required: Moderate 20-30%
• The position can be based in Chicago - or remote.
• Work is regularly performed in a combination of in office, home office, and client settings and routinely uses standard office equipment.
• It may require the maintenance of a home office and proximity to an airport for work related travel.

Kaufman Hall is committed to providing equal opportunity for all employees and applicants. We recruit, hire, train, promote, pay, and administer all employment actions without regard to actual and also perceived or assumed protected group status as defined by law of an individual or that individual’s associates or relatives. Our policies and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status.

SuTpLmKj7T