Associate/Senior Associate, Underwriting, Healthcare Finance
Chevy Chase, Montgomery County, Maryland, 20815, USA
Listed on 2026-07-08
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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.
Responsibilities- Analyze 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 preferred - Minimum 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
Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. Reasonable accommodations may be made to enable employees to perform the essential functions. Physical requirements may include:
- 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
Team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description.
Benefits- 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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The pay range for this position is above. The specific rate will depend on the successful candidate’s qualifications and prior experience: $100,000 (entry level qualifications) to $120,000 (highly experienced).
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