Analyst / Associate, Underwriting & Portfolio Management jobs in United States
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Monroe Capital LLC · 1 day ago

Analyst / Associate, Underwriting & Portfolio Management

Monroe Capital LLC is a premier asset management firm specializing in private credit markets, and they are seeking an Analyst / Associate to join their investment team in the Chicago office. The role involves underwriting investment opportunities and managing existing portfolio investments for Monroe’s private credit funds.

Asset ManagementCreditFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

Qualification

Leveraged financeCredit/equity researchFinancial modelingPrincipal investingStrategy consultingFinanceAccounting knowledgeMicrosoft OfficeMathematical skillsIntellectual curiosityMulti-taskingWritten communicationOral communicationAttention to detailCollaboration

Required

1-3 years of experience in leveraged finance, investment banking, or corporate banking
1-3 years of experience in credit/equity research
1-3 years of experience in a principal investing (e.g., private credit, high yield, private equity, etc.) role
1-3 years of experience in strategy consulting (e.g., conducting private equity due diligence)
1-3 years of experience as an 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

Benefits

Full range of medical, financial and / or other benefits
401(k) eligibility
Various paid time off benefits such as vacation, sick time and parental leave

Company

Monroe Capital LLC

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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.

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 Stage
Total Funding
$534M
2025-07-01Debt Financing· $500M
2024-10-22Acquired
2015-10-01Debt Financing· $11M

Leadership Team

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Karina B. Stahl
Partner, Chief Financial Officer - Investment Funds
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A
Amanda Pearlstein Tallman
Vice President
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Company data provided by crunchbase