Monroe Capital LLC · 19 hours ago
Software & Technology Underwriting Associate – Underwriting & Portfolio Management
New York,NY,US
Full-time
Onsite
Entry, Mid Level
$95K/yr - $135K/yr
1+ years expMonroe Capital LLC is a premier asset management firm specializing in private credit markets. They are seeking a Software & Technology Underwriting Associate to join their investment team in New York, responsible for underwriting and managing software investments for the firm's private credit funds.
Asset ManagementCreditFinanceFinancial ServicesWealth Management
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 software 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
Required
1-4 years of experience in leveraged finance, investment banking, or corporate banking
1-4 years of experience in credit/equity research
1-4 years of experience in a principal investing (e.g., private credit, high yield, private equity, etc.) role
Bachelor's degree with a strong academic record from a well-recognized undergraduate university
Understanding of software-related company metrics and interest in the technology space
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, particularly in software and technology
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
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
401(k) eligibility
Various paid time off benefits such as vacation, sick time and 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
GlobeNewswire
2026-01-20
Alternative Credit Investor
2026-01-08
Company data provided by crunchbase