Financial Analyst

JOB SUMMARY

The Hybrid located in Chevy Chase, MD
- Associate, Corporate Finance is responsible for reviewing new transactions (“Underwriting”) and ongoing monitoring and ownership of the existing portfolio ("Portfolio Management"). This role helps oversees a portfolio of loans that they have helped underwrite, providing an opportunity to learn from the full cycle of an investment.

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
• 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 monitor the 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
• Perform other duties as assigned

• Bachelor’s degree with a minimum of 1 years of experience in a public accounting, financial consulting, valuation, leveraged finance, investment banking, or another area of finance or accounting preferred
• Strong quantitative and qualitative analytical skills
• Experienced knowledge of finance and accounting, including financial statement analysis
• Experienced understanding of debt finance products and services, risk management and credit quality across different industry sectors preferred
• Ability to efficiently manage projects with some supervision
• Ability to work under pressure on multiple projects in parallel while still meeting deadlines
• An ability to synthesize information from various sources and comprehend multiple, distinct points of view on any given topic
• Strong oral and written communications skills with the ability to express ideas in a persuasive, organized, and articulate manner
• Strong interpersonal skills with ability to maintain relationships
• High proficiency with Microsoft Office products, including Excel, Word, and Outlook
• Strong Excel-based modeling skills preferred
• Familiarity with Capital
  
  IQ, Pitchbook, Bloomberg, and other market data sources preferred
• Able to hire on with out sponsorship now or in the future as a direct hire