AVP/VP – Underwriting & Portfolio Management

Assistant Vice President/ Vice President – Underwriting & Portfolio Management

Monroe Capital is searching for candidates to join its investment team for a role underwriting and managing a portfolio of syndicated and club transactions. The candidate will work as part of a team underwriting investment opportunities for various Monroe Capital funds as well as managing existing portfolio investments. This individual will be responsible with taking a leading role in underwriting and presenting potential investments in syndicated and club leveraged loan transactions, while managing a portfolio credit investments. 

Job Responsibilities

  • Lead underwriting process on new loan transactions, including preparation of investment committee memos and present potential transactions to investment committee.
  • Analyze potential investment opportunities via review of offering materials, industry research, financial statement analysis and modeling, etc.
  • 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.
  • Conduct review of legal terms and documentation on individual transactions.
  • Manage portfolio of syndicated and club loan investments, including performing ongoing due diligence and monitoring of portfolio companies and communicating updates and developments to investment committee.
  • Prepare memos summarizing amendment transactions for portfolio deals.
  • Develop a focus on specific industries within portfolio and follow news, trends, and research in respective industries.
  • Mentor and train Associate and Senior Associate level team members



  • 5-10 + years of relevant finance experience in one of the following areas, including a minimum of 2 years in a credit or principal investing role:
  • Principal investing (e.g., private credit, high yield, private equity, etc.) role
  • Leveraged finance, investment banking, or corporate banking
  • Credit/equity research
  • Strategy consulting (e.g., conducting private equity due diligence)
  • Accountant at a nationally recognized accounting firm
  • Bachelor’s degree with a strong academic record 
  • 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.
  • High 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 be expected to prepare internal investment materials and present to investment committee.