Senior Associate​/Assistant Vice President – Portfolio Insights

We are seeking a highly analytical and detail-oriented professional with 5+ years of experience—ideally in private credit, alternative investments, or related fields—to join our Portfolio Insights team. This role sits at the intersection of investment analysis, sales enablement, and investor communications, playing a critical part in delivering actionable intelligence across our funds and client base.

• Serve as a subject matter expert on the performance and composition of our portfolios across private credit strategies (Direct Lending, Asset Backed Lending, BDCs, etc.)
• Develop and maintain fund-level and asset-level performance summaries, track records, and custom tear sheets for internal and external use
• Analyze portfolio health metrics including defaults, recoveries, leverage, ICR/FCCR, revenue and EBITDA growth, covenant performance, and market comps
• Draft white papers, market commentary, and thought leadership pieces that reflect the firm positioning
• Support the sales and investor relations teams by providing data-driven insights, client-ready materials, and “sales angle” narratives
• Partner with PMs, IR, and BD to deliver coordinated messaging and rebuttals for client meetings and diligence processes
• Lead or support custom analysis projects, case studies, and strategic reporting for LPs and internal stakeholders
• Develop and update target fund models for new product launches and initiatives
• Help institutionalize data integrity and reporting processes, working with cross-functional teams to ensure accuracy and consistency across funds
• Contribute to building tools, dashboards, and frameworks to streamline internal analytics and external communications
• Participate in the ongoing improvement of data infrastructure, including the buildout of scalable fund and investment-level data systems

• 5+ years of experience in private credit, alternatives, investment banking, asset management, or a related field
• Strong understanding of private markets, direct lending, fund structures, and performance reporting
• Highly proficient in Excel and PowerPoint; familiarity with portfolio analytics tools or BI platforms is a plus
• Exceptional attention to detail, analytical rigor, and a client-first mindset
• Strong communication skills, capable of translating complex portfolio data into clear, actionable insights
• Comfortable managing competing priorities in a fast-paced, team-oriented environment
• Prior experience supporting fundraising, investor relations, or client service functions is preferred

• Sitting:
  Frequently (approximately 70–80% of the workday)
  • Required for computer work, phone communication, and administrative tasks.
• Standing and Walking:
  Occasionally (approximately 20-30% of the workday)
  • May be required for filing, retrieving documents, or walking between departments or meeting rooms.
  • May be required to walk between Monroe offices located on different floors in the building
  • May be required to use a step-stool to access supplies
• Lifting/Carrying:
  Occasionally
  • Must be able to lift and carry items such as office supplies, boxes of paper, or small equipment (typically up to 20 pounds).
• Reaching/Bending:
  Occasionally
  • Required when organizing supplies, accessing low or high shelves, or setting up meeting rooms.
• Typing/Keyboard Use:
  Frequently
  • Daily use of computer, keyboard, mouse and other office equipment is required.
• Vision and Hearing:
  Frequently
  • Adequate vision for reading reports, emails, and spreadsheets.
  • Adequate hearing for phone conversations and verbal communication in meetings.
• Speaking:
  Frequently
  • Must be able to communicate clearly 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 $,000. Actual…