Analyst, Investor Relations

Monroe Capital LLC; Chicago (IL); Hybrid; USD 83,000 - 93,000; Full time

Job summary

Monroe Capital LLC is seeking an energetic professional to support capital raising and investor services for its Wealth Management Solutions business. The role requires strong written and verbal communication, outstanding interpersonal skills and analytical ability.

Hybrid work in Chicago four days a week; bachelor’s degree in Finance or related field with GPA 3.0+ and 1–2 years of relevant experience preferred. Proficiency in PowerPoint, Excel, Word, and related software is essential.

Qualifications

• Bachelor’s degree in Finance or Business-related field required.
• Relevant internship experience or 1–2 years of related experience preferred.
• Proficiency in PowerPoint, Excel and Word; ability to learn other software.

Responsibilities

• Serve as primary contact for wealth investors, financial advisors and platforms on day-to-day inquiries.
• Respond to investor requests regarding capital activity, statements, tax documents and fund performance.
• Liaise with investors, transfer agents on subscriptions, redemptions, transfers, capital calls and distributions.
• Reconcile investor records between internal systems and third-party administrators.
• Track discrepancies in investor data, NAV statements and capital activity.
• Monitor subscription and redemption cycles to meet deadlines across fund vehicles.
• Assist advisors and investors navigating the portal and escalate technical issues as needed.
• Develop marketing materials for investors and provide updated performance data to existing and potential investors.
• Prepare quarterly updates for Monroe’s current investors and assist with DDQ/RFP responses.

Skills

Strong communication skills

Analytical ability

Proficiency in PowerPoint

Proficiency in Excel

Proficiency in Word

Education

Bachelor’s degree in Finance or Business-related degree

Tools

SS&C

State Street

Apex

SEI

iCapital

CAIS

Intralinks

Job description

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 Monroe’s 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 bachelor’s degree in Finance or another Business-related degree.

This position is hybrid with 4 days a week in our Chicago office.

Primary Job Responsibilities:

• Serve as a primary point of contact for wealth investors, financial advisors, and platforms on day-to-day account inquiries
• Respond to investor requests regarding capital activity, statements, tax documents, and fund performance in a timely and accurate manner
• Act as the primary liaison with investors/financial advisors and transfer agents on subscription processing, redemptions/tenders, transfers, capital calls, and distributions
• Reconcile investor records between internal systems and third-party administrator/TA platforms
• Track and resolve discrepancies in investor data, NAV statements, and capital account activity
• Monitor subscription and redemption cycles to ensure deadlines are met across all fund vehicles
• Serve as the go-to resource for advisors and investors navigating the portal, escalating technical issues as needed
• 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 Monroe’s current investors
• Assist with due diligence questions (“DDQ”), Request for Proposal (“RFP”) process and other investor relations and operational related reporting requests

Requirements

Required

• Bachelor’s Degree in Finance or Business-related degree with 3.0 or higher GPA
• Relevant internship experience or 1-2 years of relevant experience

Preferred Skills/Experience

• Working knowledge of subscription document review, AML/KYC requirements, and capital call/distribution mechanics
• Experience interacting with fund administrators and/or transfer agents (e.g., SS&C, State Street, Apex, SEI, or similar)
• Familiarity with investor portal platforms (e.g., iCapital, CAIS, Intralinks, or proprietary portals)
• Exceptional attention to detail and organizational skills; comfortable managing multiple deadline-driven workstreams
• Strong written and verbal communication skills; professional, service-oriented demeanor with sensitive client information
• Ability to work in a fast-paced environment
• Strong financial modeling and analytical skills
• Strong Knowledge of Microsoft Office (Word, Excel, PowerPoint)

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

It is expected that the base salary range for this position will be $83,000-93,000. 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. Monroe’s 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 Advisory’s 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 www.monroecap.com.