Analyst - Finance & Valuation at Monroe Capital LLC

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

95000.0

Posted On

01 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Analytical Skills, Valuation Methodologies, Detail Oriented, Interpersonal Skills, Communication Skills, Microsoft Excel, Microsoft Office, Python, VBA, Statistics, Data Management, Portfolio Valuation, GAAP, Presentation Skills, Market Trends

Industry

Financial Services

Description

Description 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. Job 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 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. Preferred Skills/Experience Desire to learn portfolio valuation and interest in private credit 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) Familiarity with programming in Python and VBA a plus. Knowledge of statistics and statistical models a plus Physical Requirements Sitting: Frequently (approximately 70–80% of the workday) for computer work, phone communication, and administrative tasks. Standing and Walking: Occasionally (approximately 20–30% of the workday), including walking between Monroe offices or meeting rooms. Lifting/Carrying: Occasionally required to lift up to 20 pounds (e.g., office supplies, boxes of paper, or small equipment). Reaching/Bending: Occasionally required when organizing supplies or accessing shelves. Typing/Keyboard Use: Frequently required for daily computer and administrative tasks. Vision and Hearing: Adequate for reading reports, emails, spreadsheets, and verbal communication. Speaking: Frequent verbal communication with staff, vendors, and external partners. Compensation: Base salary range: $80,000-95,000, plus performance-based bonus and comprehensive benefits package (including medical, dental, 401(k), and paid time off). Actual compensation will vary based on experience and qualifications. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Firm or individual department/team performance, and market factors. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. About Monroe Capital Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and has 11 locations throughout the United States, Asia and Australia. Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year, Americas and 2023 Lower Mid-Market Lender of the Decade; Inc.’s 2024 Founder-Friendly Investors List; Global M&A Network as the 2023 Lower Mid-Markets Lender of the Year, U.S.A.; DealCatalyst as the 2022 Best CLO Manager of the Year; Korean Economic Daily as the 2022 Best Performance in Private Debt – Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit www.monroecap.com.

Responsibilities

The Analyst will support Monroe’s monthly valuation processes and assist in the preparation of materials for the valuation committee and various board structures. This role involves coordinating with internal and external parties, analyzing valuation reports, and maintaining internal valuation models.