Analyst, Investor Relations - Wealth Management Solutions at Monroe Capital LLC

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

93000.0

Posted On

14 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Written Communication, Oral Communication, Interpersonal Skills, Analytic Ability, Financial Modeling, Analytical Skills, Microsoft Office, Detail Oriented, Organizational Skills

Industry

Financial Services

Description

Description 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. Primary Job 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 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 Preferred Skills/Experience: 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) 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 10 pounds. Reaching: Extending arms to access files, use printers, grab supplies; often includes overhead reach, sometimes with a step stool for higher shelves. Bending/Stooping: Bending at the waist or knees to reach items on low shelves, under desks (cords, equipment), or pick up dropped items. 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. 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. Compensation: It is expected that the base salary range for this position will be $83,000-$ 93,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. 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. 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. 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 maintain information on the loan portfolio and coordinate with clients on information requests and reporting. They will also develop marketing materials for investors and assist with due diligence and reporting requests.