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
- Remain in a stationary position
- Use hands and fingers
- Utilize a computer monitor with visual acuity
- Operate technology or other office machinery such as printers, scanners, etc.
- Communicate clearly verbally and/or in writing with others
- Comprehensive health, dental, and vision plans
- 4 weeks PTO
- 401k + company match
- Metro SmartTrip benefits ($50/mo)
- Remote or hybrid (4 days per week in-office) work schedules for most positions
- Incentives for purchasing solar panels, electric vehicles, biking to work, etc.
- Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!
- The Washington Post Top Workplaces winner for four consecutive years (2023-2026)
- Excellence: Excellence is not a goal, but a standard, reflected in the precision of our work and the quality of our decisions. Excellence is a discipline that compounds over time and creates lasting value; it must be measured and managed.
- People: Our people are our greatest strength. We foster a culture of respect, inclusion, and ambition - where everyone matters. We celebrate collaboration and teamwork and prize loyalty - to one another, the company, our mission, and values.
- Innovation: We invest boldly in technology, harnessing innovation not for its own sake but to make banking and lending better, faster, and smarter for our clients, more efficient for our team, and more profitable for our shareholders.
- By combining human insight with technological excellence, we strengthen our ability to serve, to adapt, and to succeed in a changing world. Innovation is a continuous investment in new ideas.
- Sound Practices: Our foundation rests on prudence, care, integrity, and discipline. We manage credit and business risk with rigor and fundamentals-based judgment, act with transparency, and uphold the highest standards of corporate governance and regulatory compliance to ensure sustainable growth and enduring financial strength.
- Distinct Value: We focus our energy where we add value. We avoid the commoditized and the ordinary, choosing to compete through insight, specialization, technology and service. By concentrating on areas where expertise matters and relationships endure, we create differentiation that is defensible and lasting.
- Clients: We exist to advance our clients’ success and to help them grow. We listen deeply, think creatively, and deliver solutions that solve problems, drive impact and add value. Every client relationship is built on partnership, performance, and purpose.
- Shareholders: We are committed to creating exceptional value for our shareholders. We invest for the long term and view our shareholders as partners – not observers - in value creation. We allocate capital wisely, execute with precision, and continuously adapt our business model to pursue the most attractive, risk-adjusted returns. We work to make rational decisions, avoid unnecessary complexity, maintain strong liquidity and capital, and communicate with clarity and honesty. We measure success both by current performance and by the durability and quality of the long-term value we build.