Analyst/Associate, Financial Analytics

Firm Overview

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM. Star Mountain’s track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals. Star Mountain values team players with positive, solutions-based attitudes complemented by a strong work ethic and is heavily committed to long-term training and career development. Star Mountain is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full-time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.

Position Description

The Analyst/Associate will support the firm's financial analytics functions across its private credit, private equity, and secondaries strategies. The role will involve monitoring and managing fund financial models, providing recommendations on fund strategy, and modeling structured products and customized investment solutions for key investors. The individual will work closely with the Finance, Investment, Operations, Legal, and Investor Relations teams. The ideal candidate will combine strong financial modeling and analytical skills with an understanding of private fund structures and private credit and private equity valuation.

Key Responsibilities

• Build and maintain fund financial models to reflect market conditions, deal structures, and fund strategies.

• Monitor and analyze portfolio performance metrics and key financial indicators to identify trends and risks.

• Support strategic fundraising initiatives, including securitized products and customized investor structures.

• Develop and automate reporting tools to enhance transparency and decision-making across funds.

• Support the preparation of investor presentations and internal reports with data-driven analysis.

• Conduct scenario and sensitivity analyses to evaluate potential impacts of market changes or investment decisions.

• Ensure data integrity and consistency across multiple sources and systems.

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.

• 2 to 5 years of relevant experience in private credit, private equity, investment banking, leveraged finance, structured finance, corporate finance, valuation, or a related financial role. Title level will be adjusted based on experience.

• Strong financial modeling skills, including advanced proficiency in Excel and experience building and maintaining complex financial models.
• Strong understanding of cash flow forecasting, debt structures, interest calculations, financial statements, and credit analysis.
• Strong analytical ability with exceptional attention to detail and data accuracy.
• Ability to evaluate complex financial information and communicate key conclusions clearly to senior stakeholders.
• Proven ability to manage multiple priorities, recurring deliverables, and transaction-related workstreams in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to work effectively across Finance, Investment, Operations, Legal, Investor Relations, and external counterparties.
• High degree of professionalism, discretion, ownership, and integrity.

Preferred Qualifications

• Experience with fund modeling at another investment fund or at an investment bank.

• Experience within private credit, private equity, or alternative asset management.

• Familiarity with private fund structures, fund modeling, and valuation of debt and equity securities.

Compensation

The exact salary will be determined based on the candidate's qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee owned providing for material economic wealth creation opportunity.

Benefits

Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees’ needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits.

Please submit resume through LinkedIn. If we require any additional information, we will reach out directly.

Interview Process

Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach out to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.

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