Monroe Capital LLC

Associate, Underwriting & Portfolio Management

Monroe Capital LLC  •  $95k - $135k/yr  •  Santa Monica, CA (Onsite)  •  4 months ago
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Job Description

Monroe Capital is searching for candidates to join its investment team in the Los Angeles office for a role underwriting and managing investments for Monroe’s private credit funds. 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 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.

Requirements

The ideal candidate will have 2-4 years of experience in the following areas:

  1. Leveraged finance, investment banking, or corporate banking
  2. Credit/equity research
  3. Principal investing (e.g., private credit, high yield, private equity, etc.) role
  4. Strategy consulting (e.g., conducting private equity due diligence)
  5. 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.

Physical Requirements

  • Sitting: Frequently (approximately 70–80% of the workday) for computer work, phone communication, and administrative tasks.
  • Standing and Walking: Occasionally (approximately 20–30% of the workday), including walking between Monroe offices or meeting rooms.
  • Lifting/Carrying: Occasionally required to lift up to 10 pounds.
  • Reaching: Extending arms to access files, use printers, grab supplies; often includes overhead reach, sometimes with a step stool for higher shelves.
  • Bending/Stooping: Bending at the waist or knees to reach items on low shelves, under desks (cords, equipment), or pick up dropped items.
  • Typing/Keyboard Use: Frequently required for daily computer and administrative tasks.
  • Vision and Hearing: Adequate for reading reports, emails, spreadsheets, and verbal communication.
  • Speaking: Frequent verbal communication with staff, vendors, and external partners.

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.

Compensation: It is expected that the base salary range for this position will be $95,000 - $135,000. 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.

About Monroe Capital

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. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and has 11 locations throughout the United States, Asia and Australia.

Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year, Americas and 2023 Lower Mid-Market Lender of the Decade; Inc.’s 2024 Founder-Friendly Investors List; Global M&A Network as the 2023 Lower Mid-Markets Lender of the Year, U.S.A.; DealCatalyst as the 2022 Best CLO Manager of the Year; Korean Economic Daily as the 2022 Best Performance in Private Debt – Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit www.monroecap.com

Monroe Capital LLC

About 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. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles.

Monroe has grown to a team of approximately 320 employees. With $22 billion in committed and managed capital under management, Monroe has been one of the most active investors in the middle market, investing more than $52 billion in over 2,250 transactions since its inception. The firm is headquartered in Chicago and has 12 locations throughout the United States, Middle East, Asia and Australia.

Monroe has been recognized by both its peers and investors with various awards including DealCatalyst as the 2025 Most Innovative Private Credit CLO Manager of the Year; Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year, Americas and 2023 Lower Mid-Market Lender of the Decade; Inc.’s 2024 Founder-Friendly Investors List; Global M&A Network as the 2024 Lower Mid-Markets Lender of the Year, Americas; Korean Economic Daily as the 2022 Best Performance in Private Debt – Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year.

For more information and important disclaimers, please visit www.monroecap.com.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Chicago, IL
Year Founded
2004
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