Analyst - Finance & Valuation jobs in United States
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Monroe Capital LLC · 2 months ago

Analyst - Finance & Valuation

Monroe Capital LLC is a premier asset management firm specializing in private credit markets. They are seeking an Analyst to join their Finance and Valuation Group, responsible for supporting monthly valuation processes, liaising with various teams, and preparing materials for the valuation committee and board structures.

Asset ManagementCreditFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assist in the coordination of Monroe’s monthly valuation process with relevant internal and external parties
Assist in gathering and disseminating portfolio company financials and other relevant information to 3rd party valuation firms and overall data management
Review and analyze valuation reports prepared by 3rd party valuation firms
Support the entire valuation reporting process and oversee revisions to valuation analysis based on feedback from the internal team
Assist in the development and maintenance of internal valuation models
Prepare valuation reporting packages to support the needs of our various 20+ private investment funds and public investment vehicles
Assist in quarterly deliverable tracking, internal valuation model development, presentations to the management team, and completion of ad-hoc deliverables
Compile and analyze quarterly data and assist with developing fund performance analytics
Assist with the audit review process
Create strategic presentation materials
Maintain an understanding of industry/market trends

Qualification

Financial modelingValuation methodologiesPortfolio valuationMicrosoft ExcelGAAP knowledgeAnalytical skillsPython programmingVBA programmingInterpersonal skillsCommunication skillsDetail orientedSelf-starter

Required

Bachelor's Degree in Finance, Economics or Accounting
1 - 2 years of experience, previous valuation experience preferred, will only consider candidates with experience in valuation firms, private equity or private credit firms

Preferred

Desire to learn portfolio valuation and interest in private credit
Strong financial modeling and analytical skills, including working knowledge of valuation methodologies like DCF, Waterfall Modelling and Comparable Company Analysis
Well-organized self-starter with high energy, creativity, and thoughtfulness
Detail oriented and ability to work in a fast-paced environment
Familiarity with financial statements and generally accepted accounting principles (GAAP)
Ability to successfully manage multiple tasks, projects and deadlines
Excellent interpersonal, verbal and written communication skills
Proficient in Microsoft Excel
Knowledge of Microsoft Office (Word and Power Point)
Familiarity with programming in Python and VBA a plus
Knowledge of statistics and statistical models a plus

Benefits

Performance-based bonus
Comprehensive benefits package
Medical
Dental
401(k)
Paid time off

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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Amanda Pearlstein Tallman
Vice President
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Company data provided by crunchbase