Associate/Senior Associate, Underwriting, Healthcare Finance
Chevy Chase, Montgomery County, Maryland, 20815, USA
Listed on 2026-07-03
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Finance & Banking
Financial Analyst
Job Summary
The Senior Associate works closely with the AVP’s and VP’s of the Healthcare Finance Division to grow the Healthcare Finance business. The main function of this position is to assist the AVP’s and VP’s with analyzing, evaluating, documenting, and closing loan opportunities.
Duties and ResponsibilitiesAnalyze potential direct loan origination opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate
Model financial projections and run sensitivity analyses to assess a firm’s potential to repay its loan under various economic scenarios
Perform financial due diligence on target companies
Prepare and present loan investment screening memos to Healthcare Finance leadership
Actively engage with various transaction parties (e.g., borrower, broker, etc.) during such diligence
Prepare loan investment approval write-ups to present to the Bank’s credit committee
Coordinate loan closings with the Portfolio Management and Operations team
Work with portfolio management team to monitor and track the financial performance of companies in the loan portfolio and prepare performance update memorandums
Assist in ad hoc/special projects and other duties on an as needed basis
Perform other duties as assigned
High School diploma required;
Bachelor's Degree preferredMinimum 4 years of experience in audit, credit analysis, investment banking, M&A transaction services, financial rotational programs, loan underwriting or HUD underwriting role required
CPA or CFA is a plus
Healthcare experience is a plus
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
Strong financial statement analysis skills with a firm grasp of accounting and finance matters
$100,000 - $120,000 a year
Position RequirementsWe 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
Comprehensive health, dental, and vision plans
4 weeks PTO
401k + company match
Metro Smart Trip 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 )
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.
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