DUTIES AND RESPONSIBILITIES:
Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
Review materials including confidential investment memorandums, management/lender presentations, and other documents
Evaluate senior financing requests to determine credit quality of opportunities and appropriate loan structures.
Identify specific merits, risks, and mitigants for each transaction and perform market, industry, and sponsor due diligence
Lead due diligence on loan and investment opportunities working closely with a Managing Director
Create an investment thesis (go / no go decision) for each transaction and make investment recommendations to the Managing Director
Advocate for and present deals for approval to the Bank’s Officers Loan Committee
Construct and maintain detailed financial models and develop sensitivity analyses and generate internal approval memoranda and draft term sheets
Assist in all aspects of origination activity leading to the closing of new transactions
Proactively monitor and enforce the terms of the loan agreement for lending relationships in conjunction with the portfolio management team
Maintain continuing dialogue with borrowing clients to promote “sticky” positive working relationships
Coordinate investment closings with the Bank’s operations team
Perform other duties as assigned
QUALIFICATIONS:
Associate’s Degree required; Bachelor's Degree preferred
8 years minimum of overall relevant financial services, investment banking or lending experience required; 5-6 years of Fund/Lender Finance experience strongly preferred
Minimum of 1 year in a manager role 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
Outstanding quantitative and qualitative analytical skills, including financial modeling in lender/structured finance
Strong financial statement analysis skills with a firm grasp of accounting and finance matters
Skills Required
- Associate's Degree
- Bachelor's Degree
- At least 8 years of relevant financial services, investment banking, or lending experience
- 5 to 6 years of Fund Finance or Lender Finance experience
- At least 1 year of management experience
- Proficiency with Microsoft Office, including Outlook, Word, PowerPoint, and Excel
- Excellent verbal, written, and interpersonal communication skills
- Strong organizational skills and attention to detail
- Outstanding problem-solving and time-management skills
- Ability to work independently and collaboratively in a fast-paced environment
- Strong quantitative and qualitative analytical skills, including lender or structured finance financial modeling
- Strong financial statement analysis skills and knowledge of accounting and finance
What We Do
Forbright Bank (www.forbrightbank.com) is a full-service bank, commercial lender, and asset manager committed to accelerating the transition to a sustainable, clean energy economy. As the need to build a more sustainable, low-carbon economic system grows increasingly urgent, we are dedicating half of our assets to financing the companies, investors, and innovators driving that change. We also will empower our depositors to directly fund clean energy and sustainability-oriented loans through a variety of decarbonization linked deposit products, allowing them to play a critical role in furthering the energy transition. Member FDIC | Equal Housing Lender | NMLS #652644









