Monroe Capital LLC · 1 week ago
Senior Associate / Assistant Vice President - Portfolio Insights
NYC Metro Area
Full-time
Onsite
Mid, Senior Level
$120K/yr - $130K/yr
5+ years expMonroe Capital LLC is a premier asset management firm specializing in private credit markets. They are seeking a highly analytical and detail-oriented professional to join their Portfolio Insights team, where the role involves investment analysis, sales enablement, and investor communications.
Asset ManagementCreditFinanceFinancial ServicesWealth Management
Responsibilities
Serve as a subject matter expert on the performance and composition of our portfolios across private credit strategies (Direct Lending, Asset Backed Lending, BDCs, etc.)
Develop and maintain fund-level and asset-level performance summaries, track records, and custom tear sheets for internal and external use
Analyze portfolio health metrics including defaults, recoveries, leverage, ICR/FCCR, revenue and EBITDA growth, covenant performance, and market comps
Draft white papers, market commentary, and thought leadership pieces that reflect the firm positioning
Support the sales and investor relations teams by providing data-driven insights, client-ready materials, and “sales angle” narratives
Partner with PMs, IR, and BD to deliver coordinated messaging and rebuttals for client meetings and diligence processes
Lead or support custom analysis projects, case studies, and strategic reporting for LPs and internal stakeholders
Develop and update target fund models for new product launches and initiatives
Help institutionalize data integrity and reporting processes, working with cross-functional teams to ensure accuracy and consistency across funds
Contribute to building tools, dashboards, and frameworks to streamline internal analytics and external communications
Participate in the ongoing improvement of data infrastructure, including the buildout of scalable fund and investment-level data systems
Qualification
Required
5+ years of experience in private credit, alternatives, investment banking, asset management, or a related field
Strong understanding of private markets, direct lending, fund structures, and performance reporting
Highly proficient in Excel and PowerPoint; familiarity with portfolio analytics tools or BI platforms is a plus
Exceptional attention to detail, analytical rigor, and a client-first mindset
Strong communication skills, capable of translating complex portfolio data into clear, actionable insights
Comfortable managing competing priorities in a fast-paced, team-oriented environment
Preferred
Prior experience supporting fundraising, investor relations, or client service functions
Benefits
401(k) eligibility
Various paid time off benefits such as vacation
Sick time
Parental leave
Company
Monroe Capital LLC
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.
201-500 employees
H1B Sponsorship
Monroe Capital LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$534M2025-07-01Debt Financing· $500M
2024-10-22Acquired
2015-10-01Debt Financing· $11M
Leadership Team
Karina B. Stahl
Partner, Chief Financial Officer - Investment Funds
A
Amanda Pearlstein Tallman
Vice President
Recent News
Alternative Credit Investor
2026-01-08
Company data provided by crunchbase