Analyst, Investor Relations - Wealth Management Solutions
About The Position
Monroe Capital (“Monroe”) is seeking an energetic person with strong written and oral communication skills, strong interpersonal skills and analytic ability to join Monroe Capital as we continue to grow and expand our business. All activities of the role will primarily support management of Monroe’s capital raising and investor service efforts on its Wealth Management Solutions business. Requires proficiency in PowerPoint, Excel, Word, and the ability to learn other software programs. This position requires an individual with a bachelor’s degree in Finance or another Business-related degree. This position will be on-site 4 days a week in our Chicago office.
Requirements
- Bachelor’s Degree in Finance or Business-related degree with 3.0 or higher GPA
- Relevant internship experience or 1-2 years of relevant experience
Nice To Haves
- Excellent interpersonal, verbal and written communication skills
- Ability to manage multiple tasks, projects and deadlines
- Ability to work in a fast-paced environment
- Detail Oriented
- Excellent Organizational skills
- Strong financial modeling and analytical skills
- Strong Knowledge of Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
- Maintain information of loan portfolio and industry-wide financial information
- Coordinate with clients on general information requests and quarterly reporting
- Develop marketing materials for investors
- Work with management, accounting, and operations teams to provide updated performance data to both existing investors and potential investors
- Prepare quarterly updates for Monroe’s current investors
- Assist with due diligence questions (“DDQ”), Request for Proposal (“RFP”) process and other investor relations and operational related reporting requests
Benefits
- full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
251-500 employees
