Senior Associate / Assistant Vice President - Portfolio Insights

About the Role

We are seeking a highly analytical and detail-oriented professional with 5 years of experienceideally in private credit alternative investments or related fieldsto 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.

Key Responsibilities

• 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

Qualifications

• 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

Physical Requirements

• Sitting: Frequently (approximately 7080% 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.

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 $00. Actual salaries may vary based on factors such as skills experience 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 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.

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. Monroes 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 11 locations throughout the United States Asia and Australia.

Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year Americas and 2023 Lower Mid-Market Lender of the Decade; Inc.s 2024 Founder-Friendly Investors List; Global M&A Network as the 2023 Lower Mid-Markets Lender of the Year U.S.A.; DealCatalyst as the 2022 Best CLO Manager of the Year; Korean Economic Daily as the 2022 Best Performance in Private Debt Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers please visit .