Senior Associate, Corporate Finance

Forbright Bank

Senior Associate in Corporate Finance at Forbright focused on investment analysis for clients and stakeholders. Managing financial statements, investment memorandums, and real-time credit discussions in dynamic environment.

Posted 6/16/2026full-timeChevy Chase • Maryland • 🇺🇸 United StatesSenior💰 $105,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
Perform industry research to understand macro trends that impact a company and the competitive environment that it operates in
Create and write detailed investment memorandums which outline 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 on an ongoing basis. Participate in real-time credit discussions as well as scheduled quarterly reviews throughout the life of the loan
Ensure timely receipt 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

Requirements

What you’ll need

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

Benefits

Comp & perks

Comprehensive health, dental, and vision plans
4 weeks PTO
401k + company match
Metro SmartTrip 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!
Best Workplaces for Commuters 2023 & 2024 winner
The Washington Post Top Workplaces 2023, 2024, and 2025 winner
American Banker Best Banks to Work For 2023 winner

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement analysisquantitative analytical skillsqualitative analytical skillsExcel-based modelingdebt finance productsrisk managementcredit qualityinvestment memorandumsindustry researchfinancial consulting

Soft Skills

verbal communicationwritten communicationinterpersonal communicationorganizational skillsattention to detailproblem-solvingtime managementself-motivatedadaptablecollaborative

Certifications

Bachelor’s Degree in accountingBachelor’s Degree in financeBachelor’s Degree in economicsGEDCPA (Certified Public Accountant)CFA (Chartered Financial Analyst)CMA (Certified Management Accountant)CFA Level ICFA Level IICFA Level III