Senior Associate - Underwriting & Portfolio Management, Healthcare

Key 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.
• Research and stay informed on changing dynamics in healthcare including key regulatory changes.

Requirements

• 3-5 years of experience in leveraged finance, investment banking, corporate banking, credit/equity research, principal investing, strategy consulting, accountant at a nationally recognized accounting firm, or demonstrated interest in healthcare sectors.
• Bachelor’s degree from a top-tier undergraduate university with strong academic record.
• Strong finance and accounting knowledge, including building financial models, analyzing financial statements, and understanding 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, including preparing internal investment materials and presenting to investment committee.
• Collaborative attitude that enjoys working in a fast-paced, collegial environment.

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.

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.

Compensation and Benefits

Base salary range: $105,000-$145,000 plus performance-based bonus and comprehensive benefits package (including medical, dental, 401(k), and paid time off). Actual compensation will vary based on experience and qualifications. 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.