Senior Associate, Corporate Finance

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.

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company.
• Prepare and review materials including confidential investment memorandums, management/lender presentations and other documents.
• Review third‑party diligence reports including quality of earnings, industry/market studies, operational diligence, environmental diligence, and others.
• Review 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, 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 in which it operates.
• 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, and work with external legal counsel to document final investment terms.
• Actively monitor the assigned portfolio on an ongoing basis and 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 Banc Alliance, a network of community banks advised by Alliance Partners, a subsidiary of Forbright Bank.
• Perform other duties as assigned.

• 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 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.