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Portfolio Valuation Manager

2 months ago

Chicago, Illinois, United States Monroe Capital Corporation Full time

**Job Summary**

Monroe Capital Corporation is seeking a highly skilled Portfolio Valuation Manager to join its Finance and Portfolio Valuation group. This role will be responsible for assisting the Director of Finance and Portfolio Valuation in leading the company's quarterly valuation processes, including oversight of third-party valuation firms and coordination with the underwriting and accounting teams, as well as external auditors.

**Key Responsibilities:**

  • Assist in implementing quarterly valuation policies and procedures and overall coordination of the company's quarterly valuation process with relevant internal and external parties.
  • Manage workflow for the quarterly valuation cycle, which includes due diligence requests from third-party valuation firms, review and analysis of valuation reports prepared by third-party valuation firms, and collaboration with the internal deal team throughout the process.
  • Oversee the design of internal valuation models, including discounted cash flow, market multiple analysis, market transactions modeling, option pricing, and other complex securities analysis.
  • Effectively analyze and present valuation results and overall valuation trends to internal parties, including senior management and the company's valuation committee.
  • Review and manage workflow for valuation reporting packages to support the needs of the company's various private investment funds and public investment vehicles.
  • Closely monitor complex and challenging credits, including preparation of sensitivity and stress analyses.
  • Manage the annual audit, as well as interim reviews with third-party valuation firms and the internal team, and address open audit-related items.
  • Collaborate with various groups throughout the firm to manage deliverables and explain results, including the accounting, operations, underwriting, portfolio management, and investor relations groups.
  • Responsible for driving continued enhancements and improvements to the overall valuations and reporting processes, procedures, use of internal and external resources, and technology.
  • Maintain an understanding of industry/market trends and updates/guidance on fair value reporting.
  • Active development and management of the junior valuation staff and provide ad-hoc valuation training to other key members of the organization.

**Requirements:**

  • Bachelor's or Master's degree in Finance, Economics, or Accounting.
  • Years of total experience with previous 5-7 years of portfolio valuation experience preferred at a private debt/equity firm, commercial/corporate bank, or valuation firm.
  • CLOs, venture investments, and/or structured finance experience a plus.

**Preferred Skills/Experience:**

  • Strong financial modeling and analytical skills.
  • Understanding of valuation methodologies and approaches, including the use of options pricing models.
  • Understanding of private credit and macroeconomic factors impacting debt valuations.
  • Well-organized self-starter with high energy, creativity, and thoughtfulness.
  • Successful track record of staff development and effective project management.
  • 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 PowerPoint).
  • Database design and/or management a plus.
  • Knowledge of statistics and statistical models a plus.