Senior Associate, Corporate Finance

COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful.

COMPANY MISSION: We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright’s capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future.

JOB SUMMARY: The _____________ is responsible for

DUTIES AND RESPONSIBILITIES

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• Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
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Prepare and review the following

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Materials including confidential investment memorandums, management/lender presentations and other documents

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Third-party diligence reports including quality of earnings, industry/market studies, operational diligence, environmental diligence, and others

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Financial statements, sponsor models and all other relevant financial information to understand business trends including segment performance, customer growth, etc.

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Participate in the process for amendments, waivers and restructurings of borrowers within the assigned portfolio

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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

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Perform industry research to understand macro trends that impact a com pany and the competitive environment that it operates in

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Create and write detailed investment memorandums which outline the opportunity

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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

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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

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Ensure timely receipt of deliverables and manage the credit file for the assigned portfolio

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Support the activities of BancAlliance , a network of community banks advised by Alliance Partners, a subsidiary of Forbright Ban k

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Perform other duties as assigned

QUALIFICATIONS

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• High School Diploma (or GED) required; Bachelor’s Degree with a focus on accounting, finance, economics or another quantitative degree preferred
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• Minimum of 4 years of experience in a public accounting, financial consulting, valuation, leveraged finance, investment banking, or another area of finance or accounting required
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• Strong quantitative and qualitative analytical skills
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• Knowledge of finance and accounting, including financial statement analysis
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• Understanding of debt finance products and services, risk management and credit quality across different industry sectors
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• Work under pressure on multiple projects in parallel while still meeting deadlines
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• Synthesize information from various sources and comprehend multiple, distinct points of views on any given topic
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• Strong Excel-based modeling skills preferred
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• Familiarity with CapitalIQ, Pitchbook, Bloomberg, and other market data sources preferred
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• Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel)
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• Excellent verbal, written, and interpersonal communication skills
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• Strong organizational skills and attention to detail
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• Outstanding problem-solving and time management skills
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• Self-motivated, self-directed, and results-oriented
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• Adaptable and able to multitask in a fast-paced environment
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• Can work independently and within a team; solution-oriented with a collaborative approach