Analyst, Investor Relations - Wealth Management Solutions jobs in United States
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Monroe Capital LLC · 11 hours ago

Analyst, Investor Relations - Wealth Management Solutions

Monroe Capital LLC is a premier asset management firm specializing in private credit markets, and they are seeking an energetic Analyst for their Investor Relations team in Wealth Management Solutions. The role involves supporting capital raising and investor service efforts, maintaining financial information, and coordinating with clients for reporting purposes.

Asset ManagementCreditFinanceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

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

Qualification

Bachelor's Degree in FinanceFinancial modelingAnalytical skillsMicrosoft OfficeMultitaskCommunication skillsOrganizational skillsDetail orientedWork fast-paced

Required

Bachelor's Degree in Finance or Business-related degree with 3.0 or higher GPA
Relevant internship experience or 1-2 years of relevant experience
Strong written and oral communication skills
Strong interpersonal skills
Analytic ability
Proficiency in PowerPoint, Excel, Word
Ability to learn other software programs

Preferred

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)

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