Our client, a growing financial services company in Montgomery County is looking for an Analyst to join one of their deal teams. This role offers an exciting opportunity to contribute to a forward-thinking institution committed to sustainability and decarbonization. You will play a key part in analyzing, structuring, and managing loan opportunities within of their largest sectors.

• Evaluate potential loan origination and participation opportunities providers and owners.
• Develop detailed financial models and conduct sensitivity analyses to assess repayment capabilities under varying economic conditions.
• Perform comprehensive financial due diligence on target companies to ensure creditworthiness.
• Prepare detailed loan investment approval documents for presentation to the credit committee.
• Collaborate with the operations team to coordinate and finalize investment closings.
• Assist the portfolio management team in monitoring and reporting on the financial performance of borrowers.
• Create performance update memorandums to provide insights into portfolio health.
• Support the structuring and documentation of loan agreements to ensure compliance and clarity.
• Manage borrower relationships post-closing, addressing inquiries and ensuring smooth communication.

The ideal candidate will have a BS in Accounting, Finance, Mgmt or Econ and 2+ years of either Big 4 audit, transaction advisory or a financial rotational program, strong financial statement analysis skills as well as organized/detail oriented and intermediate Excel skills. To apply to this Analyst role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.

• Bachelor’s degree with at least 2 years of experience in audit, credit analysis, investment banking, M& A transaction services, loan underwriting, or similar roles.
• Strong quantitative and qualitative analytical abilities, including expertise in financial modeling.
• Solid understanding of financial statement analysis, accounting principles, and finance concepts.
• Excellent communication skills, both written and verbal.
• Proven ability to manage time effectively and stay organized in a fast-paced environment.
• Proficiency in Excel-based modeling and other Microsoft Office tools.
• Commitment to teamwork and a positive attitude.

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