Senior Analyst / Associate, Portfolio Management, Healthcare Finance

Forbright Bank

Chevy Chase, MD

Full Time

Posted August 14, 2026

$90k - $105k

Energy Management

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Job Description

COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve.

Key Responsibilities

Manage portfolio credit risk, ensuring that asset quality remains strong, and executing strategies to limit the risk of loss
Monitor operating performance, financial condition, and credit risk for assigned borrowers to proactively identify issues and resolve problems in a timely and effective manner
Manage day-to-day borrowing activity of assigned asset-backed loan (ABL) investments pursuant to Bank policies and procedures
Perform financial analysis on reporting provided by borrowers, tracking the trends and developments which may impact loan performance
Model financial projections to assess a borrower’s ability to repay its loan under various economic scenarios
Work in conjunction with Portfolio Managers to prepare loan underwriting and modification approval write-ups to present to the loan committee
Assist in the development and utilization of a portfolio wide financial spreading model and a system to track borrower financial deliverables
Assist with the risk rating, criticized asset management, and review processes for assigned borrowers
Prepare appropriate and timely reporting to senior management on borrower and portfolio performance, effectively communicating identified credit risks and recommended actions
Actively manage upcoming loan maturities, past dues, and credit quality in conjunction with Portfolio Managers and Loan Operations for assigned borrowers. Ensure loan documentation and credit files are updated and maintained in a timely fashion
Assist with the independent review of appraisals and other third-party reports
Ensure all reporting is accurately saved pursuant to Bank policies and procedures
Ensure integrity of data entry and reporting system accuracy for assigned investments
Actively participate in portfolio management and risk rating meetings; reporting on underlying investment performance; increased or decreased risk factors; and changes in performance from origination
Assist in ongoing recruiting, onboarding and training of Analysts
Participate in site visits to clients to support ongoing due diligence and credit monitoring efforts
Maintain compliance with all legal and regulatory requirements
Complete special projects and duties on an ad-hoc basis

Requirements

Associate’s Degree required; Bachelor’s Degree preferred
Mininum of 2 years of experience in a portfolio management, credit analysis, loan underwriting, public accounting, corporate FP&A, structured finance, and/or leveraged finance role required
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
Strong financial statement analysis skills with a firm grasp of accounting and finance matters
High proficiency with Excel based modeling
Outstanding quantitative and qualitative analytical skills