Financial Analyst

5 days ago


Chevy Chase, Maryland, United States Gravity IT Resources Full time

JOB SUMMARY:
The
Hybrid
located in Chevy Chase, MD- Associate, Corporate Finance is responsible for reviewing new transactions ("Underwriting") and ongoing monitoring and ownership of the existing portfolio ("Portfolio Management"). This role helps oversees 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

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

-Perform other duties as assigned

QUALIFICATIONS:

-Bachelor's degree with a minimum of 1 years of experience in a public accounting, financial consulting, valuation, leveraged finance, investment banking, or another area of finance or accounting preferred

-Strong quantitative and qualitative analytical skills

-Experienced knowledge of finance and accounting, including financial statement analysis

-Experienced understanding of debt finance products and services, risk management and credit quality across

different industry sectors preferred

-Ability to efficiently manage projects with some supervision

-Ability to work under pressure on multiple projects in parallel while still meeting deadlines

-An ability to synthesize information from various sources and comprehend multiple, distinct points of views on

any given topic

-Strong oral and written communications skills with the ability to express ideas in a persuasive, organized, and articulate manner

-Strong interpersonal skills with ability to maintain relationships

-High proficiency with Microsoft Office products, including Excel, Word, and Outlook

-Strong Excel-based modeling skills preferred

-Familiarity with CapitalIQ, Pitchbook, Bloomberg, and other market data sources preferred

-Able to hire on with out sponsorship now or in the future as a direct hire


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