Associate / Senior Associate, Underwriting, Healthcare 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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• Analyze potential direct loan origination opportunities and loan participation opportunities to providers of healthcare services and owners of healthcare real estate
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• Model financial projections and run sensitivity analyses to assess a firm’s potential to repay its loan under various economic scenarios
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• Perform financial due diligence on target companies
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• Prepare and present loan investment screening memos to Healthcare Finance leadership
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• Actively engage with various transaction parties (e.g., borrower, broker, etc.) during such diligence
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• Prepare loan investment approval write-ups to present to the Bank’s credit committee
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• Coordinate loan closings with the Portfolio Management and Operations team
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• Work with portfolio management team to monitor and track the financial performance of companies in the loan portfolio and prepare performance update memorandums
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• Assist in ad hoc/special projects and other duties on an as needed basis
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• Perform other duties as assigned

QUALIFICATIONS

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High School diploma required; Bachelor's Degree preferred

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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

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CPA or CFA is a plus

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Healthcare experience is a plus

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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

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Strong financial statement analysis skills with a firm grasp of accounting and finance matters