Description

We are offering an exciting opportunity for an Associate with a financial services company based in Chevy Chase, Maryland. This role will encompass both underwriting and ongoing credit management tasks within the team. The successful candidate will be responsible for reviewing auction materials, financial statements, and other relevant information to develop a comprehensive understanding of businesses. They will also manage the entire process regarding amendments, waivers, and restructurings of the existing portfolio.

Responsibilities:

• Review and analyze auction materials including confidential information memorandums, management/lender presentations, and other documents to develop an understanding of a company.

• Read and analyze third-party diligence reports including Quality of Earnings, Market Studies, and others.

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

• Identify attributes of a company which support our investment thesis as well as factors which pose a risk to the business. Understand 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 credit documents which outline the investment opportunity and support the syndication process.

• Review draft and executed legal documents to understand key credit terms. Work with external legal counsel to document final credit terms.

• Review financial statements, projection models, and all other relevant financial and non-financial data to develop a concise analytical foundation for ongoing credit discussions.

• Actively manage/monitor assigned portfolio to determine weaknesses in liquidity and earnings trends, management capability, and other information to maximize the credit position and minimize potential losses.

• Monitor assigned portfolio to ensure timely follow-up for covenant calculations, financial statement submission, maturity date renewals, past due reporting, and other portfolio monitoring tools as necessary.

• Work with the appropriate lending team and outside counsel in negotiation and review of legal documents as needed.

• Build relationships within the network, portfolio companies, and private equity groups.

• Support the Loan Syndications team with the loan distribution process through the network.

• Ensure compliance of commercial loans.

The ideal candidate for this Associate role will have 2+ years of public accounting experience either from the audit side of things or due diligence, BS in Accounting or Finance and strong Excel skills to be able to work on a case study as part of the interview process. To apply to this Associate role please do so through this posting, reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.

Requirements

• Role requires minimum of 2 years of experience in an Analyst position

• CPA Designation preferred

• Proficiency in performing Audit - Financial is necessary

• Experience in Annual External Audit is essential

• Strong analytical skills and attention to detail

• Excellent communication and interpersonal skills

• Ability to work independently and as part of a team

• Proficient in using financial software and MS Office

• Strong organizational and planning skills

• Ability to manage multiple tasks and meet deadlines

• Proven problem-solving abilities

• Good ethical conduct and integrity

• Bachelor's degree in Finance, Accounting, or related field is preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use .