Jobs and Careers

Senior Associate, Corporate Finance

Chevy Chase, United Statesfull_timeVerifiedPosted 16 Jun 2026

About the role

COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries.

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 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

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