Associate/Senior Associate - Underwriting and Portfolio Management

Monroe Capital • New York, NY

2d • $140,000 - $185,000

About The Position

Horizon is searching for candidates to join its investment team in the NY office for a role underwriting. The candidate will work as part of a team underwriting investment opportunities as well as managing existing portfolio investments.

Requirements

• The ideal candidate will have 2-4 years of experience in the following areas: (1) Venture debt experience with a technology and/or life science focused bank or venture lending organization, (2) Credit/equity research
• Bachelor’s degree in finance or other related field
• Understanding of technology and/or life sciences company metrics and interest in the technology space
• 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.
• 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.
• 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 software 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

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level