Senior Associate - Leveraged Finance

Position Title Senior Associate, Leveraged Finance Location Chevy Chase, MD (hybrid 4 days in office) Position Summary This Senior Associate position is a newly opened opportunity within one of the region’s largest investment banking teams based in Chevy Chase, MD with over $6B in AUM which works with private equity sponsored businesses operating in the middle market throughout the US across general industries. Due to significant asset and business growth, this individual will gain experience between new transaction underwriting and ongoing monitoring portfolio management. This Senior Associate position will offer a compensation package in the $160,000 to $170,000 range comprised of a base salary of $120,000 to $130,000 and an annual bonus target between 25%-30%, excellent benefits and career mobility, as well as a hybrid flexible (4 days in office) work schedule. This is an unique opportunity for candidates with 3-4 years of public accounting financial audit or M&A transactions experience to pivot into investment banking commercial lending and gain full cycle deal experience across a variety of general industries. Job Description 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. Split time between reviewing new transactions (“Underwriting”) and ongoing monitoring and ownership of our existing portfolio (“Portfolio Management”). Oversees a portfolio of loans that they have helped underwrite, providing an opportunity to learn from the full cycle of an investment. Read and analyze third-party diligence reports including quality of earnings, industry/market studies, operational diligence, environmental diligence, and others. Review financial statements, sponsor models and all other relevant financial information to understand business trends including segment performance, customer growth, etc. Learn to identify attributes of a company which support our investment thesis as well as factors which pose a risk to the business. 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 manage and monitor your assigned portfolio on an ongoing basis. Participate in real‑time credit discussions as well as scheduled quarterly reviews throughout the life of the loan. Review financial statements, budgets and all other relevant financial and non‑financial data to maintain and enhance the understanding of the borrower’s financial performance developed during Underwriting. Actively participate in the process of amendments, waivers and restructurings of borrowers within your assigned portfolio, with support provided by senior team members. Monitor assigned portfolio to ensure timely receipt of deliverables and manage the credit file for your assigned portfolio. Position Qualifications Bachelor’s degree and a minimum of four (4) years of experience in a public accounting, financial consulting, valuation, leveraged finance, investment banking, or another area of finance or accounting. Outstanding quantitative and qualitative analytical skills. Knowledge of finance and accounting, including financial statement analysis. Excellent interpersonal skills with ability to maintain relationships at all levels in the organization. High proficiency with Microsoft Office products, including Excel, Word, and Outlook. Ability to work onsite in Chevy Chase, MD on hybrid basis 4 days a week. #J-18808-Ljbffr Veritas Partners