Software & Technology Underwriting Associate – Underwriting & Portfolio Man at Monroe Capital LLC

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

135000.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Modeling, Due Diligence, Investment Committee, Legal Documentation, Portfolio Management, Software Metrics, Finance Knowledge, Accounting Knowledge, Communication Skills, Collaboration, Attention to Detail, Mathematical Skills, Microsoft Office, Intellectual Curiosity, Multi-tasking

Industry

Financial Services

Description

Description 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. Job 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. 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. 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 $95,000 - $135,000. Actual salaries may vary based on factors such as skills, experience, 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 candidate will analyze potential investment opportunities and prepare investment committee memos for approval. They will also manage a portfolio of software investments and perform ongoing due diligence.