Software & Technology Underwriting Associate – Underwriting & Portfolio Management

Monroe Capital LLC • New York, NY

1h • $95,000 - $135,000

About The Position

Monroe Capital is searching for candidates to join its investment team in the NY office for a role underwriting and managing software 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

• The ideal candidate will have 1-4 years of experience in the following areas:
• Leveraged finance, investment banking, or corporate banking
• Credit/equity research
• Principal investing (e.g., private credit, high yield, private equity, etc.) role
• Bachelor’s degree with a strong academic record from a well-recognized undergraduate university.
• Understanding of software-related 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.
• Elevated level of intellectual curiosity, particularly in software and technology.
• 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

• The total compensation package for this position may also include other elements and discretionary awards in addition to a 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) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees