Sr. Associate

About the role

Are you currently a Big 4 auditor or in transaction advisory with at least 2 years of experience? Is auditing/transaction advisory not the path you want to follow? Are you more interested in being an analyst and working on deals? If so, our client, a growing financial services company in Montgomery County is looking for a Sr Associate 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 one of their largest sectors. This position combines new deal assessment with ongoing loan monitoring, offering exposure to the full investment lifecycle from initial review through active portfolio management. The role is well suited for an auditor or transaction advisory professional who can interpret complex information, communicate clear recommendations, and contribute to informed credit decisions.

Responsibilities

• Engage with private equity sponsors and borrower management teams to build a strong understanding of business models, performance drivers, and transaction dynamics.
• Analyze diligence materials such as lender presentations, investment summaries, third-party reports, and company financial information to assess credit quality and business performance.
• Evaluate operating results, customer trends, segment activity, and financial forecasts to identify key strengths, risks, and relevant mitigating factors.
• Prepare thorough investment memoranda that present underwriting conclusions, industry context, and the overall rationale for lending opportunities.
• Conduct market and industry research to determine how competitive conditions and broader economic trends may affect borrower performance.
• Support modifications to existing credit arrangements, including amendments, waivers, and restructuring situations within the assigned portfolio.
• Review loan documentation alongside legal counsel to confirm business terms are accurately reflected and aligned with approved transaction structures.
• Maintain complete and timely credit files while ensuring required borrower deliverables are received and documented appropriately.
• Provide support for activities related to other assigned portfolio management or underwriting initiatives.

Requirements

Bachelor’s degree in finance, accounting or economics (CPA or MBA preferred).

At least 3 years of relevant experience in finance, accounting, investment banking, valuation, consulting, leveraged finance, or a comparable analytical environment.

Strong capability in financial analysis, financial statement review, and Excel-based modeling.

Working knowledge of debt products, credit fundamentals, risk assessment, and portfolio monitoring practices across multiple industries.

Ability to manage several priorities at once, meet deadlines, and produce accurate work in a fast-paced setting.

Effective written and verbal communication skills with the ability to synthesize information from multiple sources and viewpoints.

Proficiency with Microsoft Office applications, especially Excel, Word, PowerPoint, and Outlook.

Familiarity with research and market intelligence platforms such as Capital IQ, PitchBook, or Bloomberg is preferred.

Qualifications

BS in Accounting, Finance or Econ (preferably a CPA or MBA), 3+ years of financial statement audits or transaction advisory work coming out of one of the Big 4 with very strong writing and analysis skills (intermediate Excel skills).

Skills

Intermediate Excel skills.

Benefits

Comp range for this role is 100-130K in base plus bonus and full benefits.

Pay

100000 - 130000 USD / Yearly

Schedule

Onsite in Chevy Chase, MD 4 days/week.

Location

- Chevy Chase, MD

Employment Type

Permanent / Full Time

Posted Date

2026-06-17T00:00:00Z

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