Senior Associate Underwriting & Portfolio Management, Healthcare
Chicago, IL - USA
Job Summary
Monroe Capital is searching for candidates to join its investment team in the Chicago office for a role underwriting and managing investments for Monroes private credit funds. The candidate will work as part of a team underwriting investment opportunities for various Monroe Capital funds as well as managing existing portfolio investments.
Key Responsibilities
- Analyze potential investment opportunities via review of offering materials industry research financial statement analysis and modeling etc.
- Prepare investment committee memos for formal investment approval process and present potential transactions to investment committee.
- Interface with investment bankers private equity firms third-party due diligence providers external research resources and other lending professionals as part of the underwriting and due diligence process.
- Participate in review of legal terms and documentation on individual transactions.
- Manage portfolio of syndicated and club loan investments including performing ongoing due diligence monitoring of portfolio companies and communicating updates to investment committee.
- Prepare memos summarizing amendment transactions for portfolio deals.
- Research and stay informed on changing dynamics in healthcare including key regulatory changes.
The ideal candidate will have 3-5 years of experience in the following areas (healthcare experience is preferred):
- Leveraged finance investment banking or corporate banking
- Credit/equity research
- Principal investing (e.g. private credit high yield private equity etc.) role
- Strategy consulting (e.g. conducting private equity due diligence)
- Accountant at a nationally recognized accounting firm
- Demonstrated interest in healthcare sectors (e.g. provider services behavioral health pharma/biotech medtech and other products and services into the healthcare end market)
- Bachelors degree with a strong academic record from a top-tier undergraduate university.
- Strong finance and accounting knowledge as the candidate will need to build financial models analyze financial statements and have a firm grasp on cash flow dynamics.
- Elevated level of intellectual curiosity.
- Ability to multi-task while working under tight deadlines.
- Strict attention to detail and strong mathematical skills.
- Extensive knowledge of and experience with Microsoft Office products (especially Excel).
- Strong written and oral communication skills as the candidate will prepare internal investment materials and present to investment committee.
- Collaborator that enjoys working in a fast-paced collegial environment.
Physical Requirements
- Stationary Work: Able to remain in a stationary position for extended periods while performing computer work phone communication and administrative tasks.
- Movement: Occasionally moves about the office to access files supplies meeting rooms or other work areas.
- Reaching/Positioning: Occasionally positions self to access shelves organize materials or retrieve office supplies.
- Computer and Equipment Use: Regularly operates a computer and other standard office productivity equipment (e.g. phone printer copier).
- Communication: Able to communicate effectively in person over the phone and through electronic methods as required to perform essential job duties.
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 and Benefits
Base salary range: $105000-$145000 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.
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 12 locations throughout the United States Middle East Asia and Australia.
Monroe has been recognized by both its peers and investors with various awards including GrowthCap Advisorys 2025 Top Private Credit Firm List; Inc.s 2025 Founder-Friendly Investors List; DealCatalyst as the 2025 Most Innovative Private Credit CLO Manager of the Year; Private Debt Investor as the 2024 Lower Mid-Market Lender of the Year Americas and 2023 Lower Mid-Market Lender of the Decade; Global M&A Network as the 2024 Lower Mid-Markets Lender of the Year Americas; 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 .
Required Experience:
Senior IC
About Company
Monroe Capital LLC is a premier boutique asset management firm specializing in private credit markets across various strategies including, direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity.