Analyst / Associate, Underwriting & Portfolio Management

Monroe Capital LLC • Chicago, IL

131d • $80,000 - $120,000

About The Position

Monroe Capital is searching for candidates to join its investment team in the Chicago office for a role underwriting and managing investments for Monroe’s private credit funds. The candidate will work as part of a team underwriting investment opportunities for various Monroe Capital funds as well as managing existing portfolio investments.

Requirements

• 1-3 years of experience in leveraged finance, investment banking, or corporate banking.
• Experience in credit/equity research.
• Experience in a principal investing role (e.g., private credit, high yield, private equity, etc.).
• Experience in strategy consulting (e.g., conducting private equity due diligence).
• Experience as an accountant at a nationally recognized accounting firm.
• Bachelor’s degree with a strong academic record from a top-tier undergraduate university.
• Strong finance and accounting knowledge, as the candidate will need to build financial models, analyze financial statements, and have a firm grasp on cash flow dynamics.
• Elevated level of intellectual curiosity.
• Ability to multi-task while working under tight deadlines.
• Strict attention to detail and strong mathematical skills.
• Extensive knowledge of and experience with Microsoft Office products (especially Excel).
• Strong written and oral communication skills, as the candidate will prepare internal investment materials and present to investment committee.
• Collaborator that enjoys working in a fast-paced, collegial environment.

Responsibilities

• Analyze potential investment opportunities via review of offering materials, industry research, financial statement analysis and modeling, etc.
• Prepare investment committee memos for formal investment approval process and present potential transactions to investment committee.
• Interface with investment bankers, private equity firms, third-party due diligence providers, external research resources, and other lending professionals as part of the underwriting and due diligence process.
• Participate in review of legal terms and documentation on individual transactions.
• Manage portfolio of syndicated and club loan investments, including performing ongoing due diligence, monitoring of portfolio companies, and communicating updates to investment committee.
• Prepare memos summarizing amendment transactions for portfolio deals.

Benefits

• Base salary range of $80,000 - $120,000.
• Full range of medical, financial and/or other benefits including 401(k) eligibility.
• Various paid time off benefits such as vacation, sick time, and parental leave.

What This Job Offers

• Career Level: Entry Level
• Education Level: Bachelor's degree