Senior Associate, Corporate Finance

JOB SUMMARY: The Senior Associate is responsible for reviewing new transactions (“Underwriting”) and ongoing monitoring and ownership of the existing portfolio (“Portfolio Management”). This role helps oversee a portfolio of loans that they have helped underwrite, providing an opportunity to learn from the full cycle of an investment.

DUTIES AND RESPONSIBILITIES:

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

• Prepare and review the following:

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

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

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

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

• • Identifyattributes of a company which support theinvestment thesis as well as factors which pose a risk to the business. Identifyand describe mitigating factors present in the business, structure of the credit, etc. which offset the risks identified

• • Perform industry research to understand macro trends that impacta company and the competitive environment that it operatesin

• • Create and write detailed investment memorandums which outline the opportunity

• • Assistin reviewing legal documents to ensure the Bank’s understanding of key business terms. Work with external legal counsel to document final investment terms

• • Actively monitortheassigned portfolio on an ongoing basis. Participate in real-time credit discussions as well as scheduled quarterly reviews throughout the life of the loan

• • Ensure timelyreceipt of deliverables and manage the credit file for the assigned portfolio

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

• Perform other duties as assigned

QUALIFICATIONS:

• High School Diploma (or GED) required; Bachelor’s Degree with a focus on accounting, finance, economics or another quantitative degree preferred

• 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

• Strong quantitative and qualitative analytical skills

• Knowledge of finance and accounting, including financial statement analysis

• Understanding of debt finance products and services, risk management and credit quality across different industry sectors

• Work under pressure on multiple projects in parallel while still meeting deadlines

• Synthesize information from various sources and comprehend multiple, distinct points of views on any given topic

• 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