Analyst - Finance & Valuation
About The Position
About the Role Monroe Capital is seeking an Analyst to join its Finance and Valuation Group. This role will be responsible for supporting Monroe’s monthly valuation processes, including liaising with 3rd party valuation firms, Monroe’s underwriting and accounting teams and auditors, organizing these groups to meet desired deliverable timelines. Additionally, this role will support Monroe’s quarterly portfolio reporting for investor relations and senior management and be responsible for assisting in the preparation of materials for Monroe’s valuation committee and various board structures.
Requirements
- Bachelor’s Degree in Finance, Economics or Accounting
- 1 - 2 years of experience, previous valuation experience preferred, will only consider candidates with experience in c valuation firms, private equity or private credit firms.
- Strong financial modeling and analytical skills, including working knowledge of valuation methodologies like DCF, Waterfall Modelling and Comparable Company Analysis
- Well-organized self-starter with high energy, creativity, and thoughtfulness
- Detail oriented and ability to work in a fast-paced environment
- Familiarity with financial statements and generally accepted accounting principles (GAAP)
- Ability to successfully manage multiple tasks, projects and deadlines
- Excellent interpersonal, verbal and written communication skills
- Proficient in Microsoft Excel
- Knowledge of Microsoft Office (Word and Power Point)
Nice To Haves
- Desire to learn portfolio valuation and interest in private credit
- Familiarity with programming in Python and VBA a plus. Knowledge of statistics and statistical models a plus
Responsibilities
- Assist in the coordination of Monroe’s monthly valuation process with relevant internal and external parties
- Assist in gathering and disseminating portfolio company financials and other relevant information to 3rd party valuation firms and overall data management
- Review and analyze valuation reports prepared by 3rd party valuation firms
- Support the entire valuation reporting process and oversee revisions to valuation analysis based on feedback from the internal team
- Assist in the development and maintenance of internal valuation models
- Prepare valuation reporting packages to support the needs of our various 20+ private investment funds and public investment vehicles
- Assist in quarterly deliverable tracking, internal valuation model development, presentations to the management team, and completion of ad-hoc deliverables
- Compile and analyze quarterly data and assist with developing fund performance analytics
- Assist with the audit review process
- Create strategic presentation materials
- Maintain an understanding of industry/market trends
Benefits
- comprehensive benefits package (including medical, dental, 401(k), and paid time off)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
