Moving From Healthcare Real Estate to Healthcare IB or Lending

I made a throwaway for this account, but I'm a regular contributor here in the real estate forum and I'd appreciate any advice on this topic. I have 9 months of full-time experience working in real estate lending covering healthcare (senior housing, skilled nursing) at a private lender. Clients / deal sizes are institutional. Responsibilities include writing credit memos, modeling/underwriting, managing due diligence process

Does anyone know someone that moved from a non-corporate finance role to IB or leveraged finance without an advanced degree. Given that I'm covering healthcare real estate, I thought a move to healthcare sponsor finance or healthcare IB is most feasible

Are there any firms that extensively cover healthcare REITs, assisted living service companies, home health etc? Anyone in HC finance or or HCIB care to chime in on how you'd view someone with my background? Is there any way to make my profile more competitive outside of modeling courses, CFA, and networking?

5 Comments
 

I've heard of it before but you definitely need to put in work. When my group (mostly M&A advisory) seeks laterals, they will focus on someone who has demonstrated an ability to put in work, can fit in the group dynamic, and has extensive modeling skills. This means that the typical candidate is a lateral from another bank, group agnostic. I'm sure if you can convey those skills on a resume and can put together a good LBO quickly, you'd have a chance especially if you have genuine interest in the industry. But it's not like the HC Services industry is hard to learn at the analyst level.

Take a look at recent transactions to see who the major advisors are. There's probably like 5 or so that feature prominently in the industries you mentioned.

 

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