Financial Associate (Full-time)

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. i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the 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.Financial Analytics Analyst / Associate Maintain and enhance financial models to reflect evolving market conditions, deal structures, and fund strategies, ensuring accuracy and relevance for ongoing decision-making.

Prepare data-driven materials for investor presentations, fundraising efforts, internal meetings, and management updates.

Manage multiple concurrent projects and analytical initiatives, including building and maintaining clear workstreams, timelines, and deliverables across stakeholders.

Support project management, documentation, and reporting workflows using tools such as Notion or similar project and knowledge management systems.

Conduct scenario, sensitivity, and stress-testing analyses to evaluate the impact of market shifts, operational changes, and investment decisions.

Ensure data integrity and consistency across multiple systems, data sources, and reporting environments; partner with operations and technology teams to resolve discrepancies.

Support ad‑hoc analyses related to fund performance, valuation methodologies, market trends, and investment strategy.

Required Qualifications Bachelor’s degree in finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.

3‑5 years of experience in private equity, investment banking, corporate finance, valuation, consulting, or a financial analytics role (title level adjusted based on experience).

Strong financial modeling skills, including proficiency with Excel and experience building and maintaining complex models.

Experience with data analysis and visualization tools (e.g., Power BI, Tableau, Alteryx) and/or programming skills in Python, SQL, or R preferred.

Exceptional analytical ability with strong attention to detail and data accuracy.

Ability to distill large data sets into clear insights and communicate them effectively to senior stakeholders.

Strong written and verbal communication skills, with the ability to collaborate across investment, operations, and technology teams.

Preferred Qualifications Experience in private credit, private equity, or alternative investments.

Familiarity with fund reporting, performance analytics, and portfolio monitoring systems.

Prior exposure to valuation audits or working with third‑party valuation firms.

Location Must be willing to work out of our Tampa, Florida or NYC office.

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.

We offer a competitive medical, dental, and vision package. 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.

#