Senior Associate, Corporate Finance

Responsibilities

• Participate in meetings with private equity sponsors and borrowers to develop an understanding of the company.
• Prepare and review materials including confidential investment memorandums, management/lender presentations and other documents.
• Review third‑party diligence reports such as quality‑of‑earnings studies, industry/market studies, operational and environmental diligence.
• Analyze financial statements, sponsor models and other relevant financial information to understand business trends, segment performance and customer growth.
• Participate in the process for amendments, waivers, and restructurings of borrowers within the assigned portfolio.
• Identify attributes that support the investment thesis and factors that pose risk; describe mitigating factors.
• Perform industry research to understand macro trends and the competitive environment.
• Create and write detailed investment memorandums outlining 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, participate in real‑time credit discussions and scheduled quarterly reviews.
• Ensure timely receipt of deliverables and manage the credit file for the portfolio.
• Support the activities of Banc Alliance, a network of community banks.
• Perform other duties as assigned.

• High School Diploma (or GED) required;
  Bachelor’s Degree in accounting, finance, economics or another quantitative degree preferred.
• Minimum of 4 years experience in public accounting, financial consulting, valuation, leveraged finance, investment banking or another finance/accounting area.
• Strong quantitative and qualitative analytical skills.
• Knowledge of finance and accounting, including financial statement analysis.
• Understanding of debt‑finance products, risk management and credit quality across industry sectors.
• Ability to work under pressure on multiple projects while meeting deadlines.
• Skill in synthesizing information from multiple sources and comprehending diverse viewpoints.
• 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.

Work is primarily conducted in an office setting with possible remote work at management discretion. Employees may be required to remain in a stationary position, use hands and fingers, operate a computer monitor, and perform other office tasks. Reasonable accommodations can be made to enable employees to perform essential functions.

• Comprehensive health, dental and vision plans.
• Four weeks paid time off.
• 401(k) with company match.
• Metro Smart Trip benefits ($50/month).
• Remote or hybrid work schedule (four days per week in‑office) for most positions.
• Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
• Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods and more.
• Washington Post Top Workplace award (2023‑2026).

Forbright Bank provides equal employment opportunities to all qualified individuals and administers all aspects of pre‑employment and employment without regard to protected characteristics.

Employment with Forbright Bank is at‑will; either the employee or the company may terminate the relationship at any time.

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