Senior Associate, Corporate Finance

@ Forbright Bank
Forbright Bankforbrightbank.com

Senior Associate, Corporate Finance

Chevy Chase, MD
Posted 1 day ago

About the job

Forbright is a nationwide full-service bank focusing on innovative banking, financing solutions, and building a sustainable future. The role involves underwriting, portfolio management, and industry research. Join a collaborative, high-energy team committed to excellence and community impact.

Requirements

  • High School Diploma or GED
  • Experience in finance or accounting
  • Strong analytical skills
  • Experience with financial statements
  • Proficiency in Microsoft Office

Qualifications

  • Bachelor's degree preferred
  • 4+ years finance experience
  • Excellent communication skills
  • Detail-oriented and organized
  • Ability to work under pressure

Full job description

COMPANY DESCRIPTION:  Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. 

COMPANY CULTURE:  We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.

COMPANY MISSION:  We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright’s capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future. 

JOB SUMMARY: The Senior Associate is responsible for reviewing new transactions (“Underwriting”) and ongoing monitoring and ownership of the existing portfolio (“Portfolio Management”). This role helps oversee a portfolio of loans that they have helped underwrite, providing an opportunity to learn from the full cycle of an investment.

DUTIES AND RESPONSIBILITIES:

  • Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company


  • Prepare and review the following:


    • Materials including confidential investment memorandums, management/lender presentations and other documents


    • Third-party diligence reports including quality of earnings, industry/market studies, operational diligence, environmental diligence, and others


    • Financial statements, sponsor models and all other relevant financial information to understand business trends including segment performance, customer growth, etc.


    • Participate in the process for amendments, waivers and restructurings of borrowers within the assigned portfolio


    • Identify attributes of a company which support the investment thesis as well as factors which pose a risk to the business. Identify and describe mitigating factors present in the business, structure of the credit, etc. which offset the risks identified


    • Perform industry research to understand macro trends that impact a company and the competitive environment that it operates in


    • Create and write detailed investment memorandums which outline the opportunity


    • Assist in reviewing legal documents to ensure the Bank’s understanding of key business terms. Work with external legal counsel to document final investment terms


    • Actively monitorthe assigned portfolio on an ongoing basis.  Participate in real-time credit discussions as well as scheduled quarterly reviews throughout the life of the loan


    • Ensure timely receipt of deliverables and manage the credit file for the assigned portfolio



    • Support the activities of BancAlliance, a network of community banks advised by Alliance Partners, a subsidiary of Forbright Bank


    • Perform other duties as assigned




    QUALIFICATIONS:

    • High School Diploma (or GED) required; Bachelor’s Degree with a focus on accounting, finance, economics or another quantitative degree preferred


    • Minimum of 4 years of experience in a public accounting, financial consulting, valuation, leveraged finance, investment banking, or another area of finance or accounting required


    • Strong quantitative and qualitative analytical skills


    • Knowledge of finance and accounting, including financial statement analysis


    • Understanding of debt finance products and services, risk management and credit quality across different industry sectors


    • Work under pressure on multiple projects in parallel while still meeting deadlines


    • Synthesize information from various sources and comprehend multiple, distinct points of views on any given topic


    • Strong Excel-based modeling skills preferred


    • Familiarity with CapitalIQ, Pitchbook, Bloomberg, and other market data sources preferred


    • Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)  


    • Excellent verbal, written, and interpersonal communication skills  


    • Strong organizational skills and attention to detail   


    • Outstanding problem-solving and time management skills  


    • Self-motivated, self-directed, and results-oriented 


    • Adaptable and able to multitask in a fast-paced environment  



    • Can work independently and within a team; solution-oriented with a collaborative approach





    POSITION REQUIREMENTS: We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to:

    • Remain in a stationary position

    • Use hands and fingers 

    • Utilize a computer monitor with visual acuity

    • Operate technology or other office machinery such as printers, scanners, etc.

    • Communicate clearly verbally and/or in writing with others

    ADDITIONAL DUTIES: For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description. 

    PERKS/BENEFITS:

    • Comprehensive health, dental, and vision plans

    • 4 weeks PTO

    • 401k + company match

    • Metro SmartTrip benefits ($50/mo)

    • Remote or hybrid (4 days per week in-office) work schedules for most positions

    • Incentives for purchasing solar panels, electric vehicles, biking to work, etc.

    • Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!

    • The Washington Post Top Workplaces winner for four consecutive years (2023-2026)

    CORE PRINCIPLES:

    • Excellence: Excellence is not a goal, but a standard, reflected in the precision of our work and the quality of our decisions. Excellence is a discipline that compounds over time and creates lasting value; it must be measured and managed. 

    • People: Our people are our greatest strength. We foster a culture of respect, inclusion, and ambition - where everyone matters. We celebrate collaboration and teamwork and prize loyalty - to one another, the company, our mission, and values.   

    • Innovation: We invest boldly in technology, harnessing innovation not for its own sake but to make banking and lending better, faster, and smarter for our clients, more efficient for our team, and more profitable for our shareholders.  By combining human insight with technological excellence, we strengthen our ability to serve, to adapt, and to succeed in a changing world.  Innovation is a continuous investment in new ideas. 

    • Sound Practices: Our foundation rests on prudence, care, integrity, and discipline. We manage credit and business risk with rigor and fundamentals-based judgment, act with transparency, and uphold the highest standards of corporate governance and regulatory compliance to ensure sustainable growth and enduring financial strength.   

    • Distinct Value: We focus our energy where we add value. We avoid the commoditized and the ordinary, choosing to compete through insight, specialization, technology and service. By concentrating on areas where expertise matters and relationships endure, we create differentiation that is defensible and lasting. 

    • Clients: We exist to advance our clients’ success and to help them grow. We listen deeply, think creatively, and deliver solutions that solve problems, drive impact and add value. Every client relationship is built on partnership, performance, and purpose. 

    • Shareholders: We are committed to creating exceptional value for our shareholders. We invest for the long term and view our shareholders as partners – not observers - in value creation. We allocate capital wisely, execute with precision, and continuously adapt our business model to pursue the most attractive, risk-adjusted returns. We work to make rational decisions, avoid unnecessary complexity, maintain strong liquidity and capital, and communicate with clarity and honesty. We measure success both by current performance and by the durability and quality of the long-term value we build.  

    • Communities and the Environment: We believe prosperity and responsibility go hand in hand. We invest in inclusive opportunity and environmental stewardship. Our goal is simple - to do our part build a brighter, more sustainable future for the communities we serve and the world we share. 

    It is the policy of Forbright Bank to provide equal employment opportunities to all qualified individuals and to administer all aspects and conditions of pre-employment and employment without regard to protected characteristics.

    Employment with Forbright Bank is at-will, which means that either you or the Company may terminate the relationship at any time.

    By applying, you acknowledge that you have reviewed our CCPA Privacy Notice.

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