Associate, Underwriting & Portfolio Management

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.

• 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.

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

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

• 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.

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.

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…