Senior Associate - Finance Portfolio Valuations
Senior Associate - Finance Portfolio Valuations
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$ 120000 - 130000
1 Vacancy
Job Description
Monroe Capital is seeking a Senior Associate to join its Finance and Valuation Group. This role will be responsible for supporting Monroes quarterly valuation processes including liaising with 3rd party valuation firms Monroes underwriting and accounting teams and auditors organizing these groups to meet desired deliverable timelines and providing a valueadded review of the modeled valuations. Additionally this role will support Monroes quarterly portfolio reporting for investor relations and senior management and be responsible for assisting in the preparation of materials for Monroes valuation committee and various board structures.
Job Responsibilities:
Assist in implementing quarterly valuation policies and procedures and overall coordination of Monroes quarterly valuation process with relevant internal and external parties
Review and analyze valuation reports prepared by 3rd party valuation firms including assisting in the development of valuation approaches for difficult to value credits
Build internal models for select credits and effectively communicate valuation model results and overall valuation trends to internal parties including senior management and Monroes valuation committee.
Prepare and review valuation reporting packages to support the needs of our various 20 private investment funds and public investment vehicles.
Prepare various forms of dynamic financial modeling to assist with portfolio management decision making including preparation of sensitivity and stress analyses based on capital flows transactions and other assumptions
Compile and analyze quarterly performance data from various sources and work directly with management to develop reporting materials that accurately and effectively communicate fund performance and portfolio composition to both existing and potential investors.
Manage the annual audit as well as interim reviews with 3rd party valuation firms and the internal team and address open audit related items
Collaborate with various groups throughout the firm including accounting operations underwriting portfolio management investor relations etc.
Drive enhancements and improvements to the overall valuations and reporting processes procedures use of internal resources and technology
Maintain an understanding of industry/market trends
Opportunity to transition to more managerial responsibilities based on performance
Position Requirements:
Bachelors Degree in Finance Economics or Accounting
3 5 years of experience previous portfolio valuation underwriting or accounting experience preferred but will consider candidates with experience in the commercial/corporate banking industry or private equity (or a related financial services field)
Preferred Skills/Experience:
Strong financial modeling and analytical skills
Understanding of valuation methodologies and approaches
Wellorganized selfstarter with high energy creativity and thoughtfulness
Detail oriented
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
Strong Microsoft Excel skills
Knowledge of Microsoft Office (Word and Power Point)
Database design and/or management a plus
Knowledge of statistics and statistical models a plus
Compensation
The anticipated base salary range for this position is listed below. Total compensation will also include a discretionary performancebased annual bonus. Note the salary range takes into account a broad spectrum of qualifications including but not limited to years of relevant work experience education and other relevant qualifications specific to the role.
- $120000.00 $130000.00
The firm also offers robust Benefits offerings including Comprehensive Medical/Rx Dental and Vision plans; 401(k) program; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; LongTerm Disability (LTD) and ShortTerm Disability (STD) insurance; Employee Assistance Program (EAP) and Commuter Benefits plan for parking and transit.
Required Experience:
Senior IC
Employment Type
Full-Time
