Analyst, Investor Relations - Wealth Management Solutions
Analyst, Investor Relations - Wealth Management Solutions
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Salary Not Disclosed
1 Vacancy
Job Description
Monroe Capital (Monroe) is seeking an energetic person with strong written and oral communication skills strong interpersonal skills and analytic ability to join Monroe Capital as we continue to grow and expand our business. All activities of the role will primarily support management of Monroes capital raising and investor service efforts on its Wealth Management Solutions business. Requires proficiency in PowerPoint Excel Word and the ability to learn other software programs. This position requires an individual with a bachelors degree in Finance or another Businessrelated degree.
Primary Job Responsibilities:
- Maintain information of loan portfolio and industrywide financial information
- Coordinate with clients on general information requests and quarterly reporting
- Develop marketing materials for investors
- Work with management accounting and operations teams to provide updated performance data to both existing investors and potential investors
- Prepare quarterly updates for Monroes current investors
- Assist with due diligence questions (DDQ) Request for Proposal (RFP) process and other investor relations and operational related reporting requests
- Bachelors Degree in Finance or Businessrelated degree with 3.0 or higher GPA
- Relevant internship experience or 12 years of relevant experience
Preferred Skills/Experience:
- Excellent interpersonal verbal and written communication skills
- Ability to manage multiple tasks projects and deadlines
- Ability to work in a fastpaced environment
- Detail Oriented
- Excellent Organizational skills
- Strong financial modeling and analytical skills
- Strong Knowledge of Microsoft Office (Word Excel PowerPoint)
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.
Compensation: It is expected that the base salary range for this position will be $83000$ 93000. Actual salaries may vary based on factors such as skills experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation sick time and parental leave) dependent on the position offered. 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 atwill 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.
Required Experience:
IC
Employment Type
Full Time
