Analyst / Associate, Underwriting & Portfolio Management at Monroe Capital LLC
Chicago, IL 60606, USA -
Full Time


Start Date

Immediate

Expiry Date

30 Nov, 25

Salary

80000.0

Posted On

01 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Vendors, Leveraged Finance, Communication Skills, Filing, Investment Banking, High Yield, Due Diligence, Paper, Spreadsheets, Financial Statements, Private Equity, Office Equipment

Industry

Financial Services

Description

Description:
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.

THE IDEAL CANDIDATE WILL HAVE 1-3 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
  • Strategy consulting (e.g., conducting private equity due diligence)
  • 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.

PHYSICAL REQUIREMENTS

  • Sitting: Frequently (approximately 70–80% of the workday)
  • Required for computer work, phone communication, and administrative tasks.
  • Standing and Walking: Occasionally (approximately 20-30% of the workday)
  • May be required for filing, retrieving documents, or walking between departments or meeting rooms.
  • May be required to walk between Monroe offices located on different floors in the building
  • May be required to use a step-stool to access supplies
  • Lifting/Carrying: Occasionally
  • Must be able to lift and carry items such as office supplies, boxes of paper, or small equipment (typically up to 20 pounds).
  • Reaching/Bending: Occasionally
  • Required when organizing supplies, accessing low or high shelves, or setting up meeting rooms.
  • Typing/Keyboard Use: Frequently
  • Daily use of computer, keyboard, mouse and other office equipment is required.
  • Vision and Hearing: Frequently
  • Adequate vision for reading reports, emails, and spreadsheets.
  • Adequate hearing for phone conversations and verbal communication in meetings.
  • Speaking: Frequently
  • Must be able to communicate clearly with staff, vendors, and external partners.
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.
    Requirements:
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