Description
Searching for candidates to join Monroe Capital’s investment team for a role underwriting and managing investments in syndicated and club leveraged loan transactions. The candidate will work as part of a team underwriting investment opportunities for various Monroe Capital funds as well as managing existing portfolio investments.
Job Responsibilities
· Analyze potential investment opportunities in syndicated and club leveraged loan transactions for various Monroe Capital funds via review of offering materials, industry research, financial modeling, financial statement analysis and review, etc.
· Prepare investment committee memos for formal investment approval process.
· Interface with investment bankers, private equity firms, third-party due diligence providers, external research resources, and other lending professionals as part of underwriting and due diligence process.
· Participate in review of legal terms and documentation on individual transactions.
· Manage portfolio of existing syndicated and club loans, including performance on ongoing due diligence and monitoring of portfolio companies and communication of updates to the investment committee.
· Prepare memos summarizing amendment transactions for portfolio deals.
· Develop focus on specific industries within portfolio and stay abreast of news, trends, and research in respective industries.
Requirements
Qualifications
· The ideal candidate will have 1-4 years of experience in one of the following areas:
o Leveraged finance, investment banking, or corporate banking
o Credit/equity research
o Principal investing (e.g., private credit, high yield, private equity, etc.) role
o Strategy consulting (e.g., conducting private equity due diligence)
o 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 required as the candidate will need to be able to build financial models, analyze financial statements, and have a firm grasp on cash flow dynamics.
· Exhibits high level of intellectual curiosity.
· Ability to multi-task while working under tight deadlines.
· Strict attention to detail and strong mathematical skills.
· Extensive knowledge and experience with Microsoft Office products (especially Excel).
· Strong written and oral communication skills, as the candidate will be expected to prepare internal investment materials and present to investment committee.
· Team player that enjoys working in a fast-paced, collegial environment.
Compensation: It is expected that the base salary range for this position will be $90,000-$120,000. Actual salaries may vary based on factors such as skills, experience, and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
