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Robert Half Logo Robert Half · Finance

Sr. Associate

United States, Chevy Chase Employment contract 100000.00 - 130000.00 USD / Year · Job Posted June 29, 2026
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Job Description

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.

Job Responsibility

  • 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
  • Monitor assigned loans throughout their lifecycle by tracking reporting requirements, participating in ongoing credit discussions, and contributing to periodic portfolio reviews
  • 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

Nice to have

  • CPA or MBA
  • Familiarity with research and market intelligence platforms such as Capital IQ, PitchBook, or Bloomberg

What we offer

  • bonus
  • full benefits
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