Investor Relations Analyst

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 in our Chicago office  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. 

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
  •  Bachelor’s Degree in Finance or Business-related degree with 3.0 or higher GPA
  • 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)


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.