Analyst – Finance & Valuation

About the Role

Monroe Capital is seeking an Analyst to join its Finance and Valuation Group. This role will be responsible for supporting Monroe’s monthly valuation processes, including liaising with 3rd party valuation firms, Monroe’s underwriting and accounting teams and auditors, organizing these groups to meet desired deliverable timelines. Additionally, this role will support Monroe’s quarterly portfolio reporting for investor relations and senior management and be responsible for assisting in the preparation of materials for Monroe’s valuation committee and various board structures.

• Assist in the coordination of Monroe’s monthly valuation process with relevant internal and external parties
• Assist in gathering and disseminating portfolio company financials and other relevant information to 3rd party valuation firms and overall data management
• Review and analyze valuation reports prepared by 3rd party valuation firms
• Support the entire valuation reporting process and oversee revisions to valuation analysis based on feedback from the internal team
• Assist in the development and maintenance of internal valuation models
• Prepare valuation reporting packages to support the needs of our various 20+ private investment funds and public investment vehicles
• Assist in quarterly deliverable tracking, internal valuation model development, presentations to the management team, and completion of ad-hoc deliverables
• Compile and analyze quarterly data and assist with developing fund performance analytics
• Assist with the audit review process
• Create strategic presentation materials
• Maintain an understanding of industry/market trends

• Bachelor’s Degree in Finance, Economics or Accounting
• 1 - 2 years of experience, previous valuation experience preferred, will only consider candidates with experience in c valuation firms, private equity or private credit firms.

• Desire to learn portfolio valuation and interest in private credit
• Strong financial modeling and analytical skills, including working knowledge of valuation methodologies like DCF, Waterfall Modelling and Comparable Company Analysis
• Well-organized self-starter with high energy, creativity, and thoughtfulness
• Detail oriented and ability to work in a fast-paced environment
• Familiarity with financial statements and generally accepted accounting principles (GAAP)
• Ability to successfully manage multiple tasks, projects and deadlines
• Excellent interpersonal, verbal and written communication skills
• Proficient in Microsoft Excel
• Knowledge of Microsoft Office (Word and Power Point)
• Familiarity with programming in Python and VBA a plus. Knowledge of statistics and statistical models a plus

• 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 20 pounds (e.g., office supplies, boxes of paper, or small equipment).
• Reaching/Bending: Occasionally required when organizing supplies or accessing shelves.
• 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.

Base salary range: $80,, 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.

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…