Associate/Assistant Vice President – Underwriting & Portfolio Management
Description

Monroe Capital is searching for candidates to join its investment team in the Los Angeles office for a role underwriting and managing 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 syndicated and club loan 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 2-5 years of experience in the following areas:

  1. Leveraged finance, investment banking, or corporate banking
  2. Credit/equity research
  3. Principal investing (e.g., private credit, high yield, private equity, etc.) role
  4. Strategy consulting (e.g., conducting private equity due diligence)
  5. Accountant at a nationally recognized accounting firm
  • Bachelor’s degree with a strong academic record from a top-tier undergraduate university.
  • 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.
  • 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 prepare internal investment materials and present to investment committee.
  • Collaborator that enjoys working in a fast-paced, collegial environment.