Portfolio Monitoring Analyst/Associate

Firm Overview Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower mid‑market (“LMM”), comprising businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: private credit, private equity and secondary private credit and private equity fund investing, all focused within the U.S. LMM. The firm has ~$4.5 billion in assets under management and expects strong continued growth based on its performance, distinctive investment approach and diversified investor base of domestic and global institutions. 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. The firm is fully employee‑owned, offering material wealth‑creation opportunity for dedicated professionals. Position Description Core Responsibilities Conduct monthly financial statement reviews for an assigned portfolio of 20–25 companies, identifying trends, variances, and early indicators of performance changes. Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies. Upload financial data into portfolio management systems, ensuring data integrity and timely updates. Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments. Calculate and track key performance indicators (KPIs) including revenue trends, EBITDA margins, liquidity positions, and leverage metrics. Maintain accurate and current records in firm data management platforms and CRM systems. Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications. Coordinate financial reporting schedules with portfolio company CFOs and finance teams. Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence. Generate standardized reports for internal stakeholders, including weekly status updates and monthly portfolio summaries. Portfolio Administration & Data Management (30%) Maintain accurate and current records in firm data management platforms and CRM systems. Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications. Coordinate financial reporting schedules with portfolio company CFOs and finance teams. Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence. Generate standardized reports for internal stakeholders, including weekly status updates and monthly portfolio summaries. Valuation & Reporting Support (20%) Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data. Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles. Support year‑end valuation deep dives with detailed financial analysis and performance commentary. Assist with LP reporting requirements, ensuring accurate portfolio company information for fund‑level communications. Board & Management Engagement (10%) Attend board meetings as observer for select portfolio companies, taking detailed notes and tracking action items. Support Managing Directors on board‑related matters, preparing financial summaries and operational updates. Prepare discussion materials for management calls and track follow‑up items. Document management team and sponsor interactions and maintain relationship notes in CRM. Required Qualifications Relevant experience in investment banking, commercial banking, private credit, private equity, public accounting, or corporate finance roles. Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling. Advanced proficiency in Microsoft Excel, including experience building and maintaining financial models. Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously. Effective written and verbal communication skills, with ability to synthesize complex financial information. Self‑starter mentality with ability to work independently while contributing to a collaborative team environment. Bachelor’s degree in Finance, Accounting, Economics, or related field. Preferred Qualifications Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank. Familiarity with private credit documentation including credit agreements, covenant calculations, and compliance certificates. Prior exposure to portfolio management systems (eFront, Investran, or similar platforms). Progress toward CFA, CPA, or other relevant professional designations. Experience in the lower middle‑market or with sponsor‑backed companies. Location & Timing Location: Tampa, FL Timing: Immediate Compensation Salary will be determined based on the candidate’s qualifications, experience, and performance. 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 material economic wealth‑creation opportunity. Benefits Star Mountain Capital is committed to a healthy and engaged workforce. Benefits include a highly competitive medical, dental, and vision package. Other benefits include 50% coverage on monthly gym memberships, a cell phone stipend, tuition support for job‑related designations and learning and development opportunities, and other bespoke benefits. Legal Notice Star Mountain Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. #J-18808-Ljbffr