Senior Associate - Portfolio Group

About the role

The successful candidate will manage Monroe’s higher risk rated investments through enhanced financial/operational monitoring and frequent interaction with company management, financial sponsors, and third-party consultants/financial advisors.

Responsibilities

• Lead in the management of a select portfolio of the firm’s higher risk rated investments through enhanced financial/operational monitoring and frequent interaction with company management, financial sponsors, and third-party consultants/financial advisors.
• Design, develop and implement strategies for maximizing portfolio investment recoveries.
• Prepare analysis and modeling of potential restructuring alternatives.
• Conduct negotiation with various constituencies including financial sponsors, company management, other bank group members, and other lenders in the capital structure.
• Cook up and manage legal counsel and other external professionals, including consultants and financial advisors.
• Prepare and present restructure/amendment/waiver memorandums.
• Provide regular financial and strategic updates (both written and verbal) on portfolio accounts.
• Participate in review and negotiation of legal terms and documentation on individual transactions/amendments/waivers.
• Review and analyze Borrower financial reporting, monitor key performance indicators, and track operational and financial trends.
• Maintain knowledge of business and market trends that may affect portfolio performance.

Requirements

• Experience with principal investing (e.g., private credit, private equity, etc.), special situations investment banking (debt placements, refinancing or distressed M&A), restructuring/turnaround/lender advisory or interim management, and leveraged finance and portfolio management.
• Bachelor’s degree from a top-tier undergraduate university with a strong academic record.
• Strong research, accounting and financial analysis skills, with the ability to build financial models, analyze financial statements, and interpret cash flow dynamics.
• Extensive knowledge and experience with Microsoft Office products (especially Excel).
• Ability and desire to work in a fast-paced setting with proficiency at multi-task on multiple projects/deals, focus on detail and accuracy and follow-through.
• Excellent interpersonal and communication skills (written and verbal) on multiple projects.
• Skill to work well within a small team and meet tight deadlines, using own initiative without close supervision.

Physical Requirements

• Stationary Work: Able to remain in a stationary position for extended periods while performing computer work, phone communication, and administrative tasks.
• Movement: Occasionally moves about the office to access files, supplies, meeting rooms, or other work areas.
• Reaching/Positioning: Occasionally positions self to access shelves, organize materials, or retrieve office supplies.
• Computer and Equipment Use: Regularly operates a computer and other standard office productivity equipment (e.g., phone, printer, copier).
• Communication: Able to communicate effectively in person, over the phone, and through electronic methods as required to perform essential job duties.

Benefits

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 12 locations throughout the United States, Middle East, Asia and Australia.

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.