Portfolio Management Analyst

Firm Overview

Star Mountain Capital is a fast-expanding specialized private investment firm that focuses on the sizeable yet less competitive lower middle-market (LMM). This sector typically includes businesses with annual EBITDA ranging from $5 million to $50 million. The firm applies three integrated strategies: private credit, private equity, and secondary investments in private credit and private equity funds, all concentrated in the U.S. LMM. With approximately $4.5 billion in assets under management as of October 31, 2025, Star Mountain is marked by its successful track record, unique investment methodology, and award-winning culture emphasizing long-term alignment of interests, including profit-sharing among all U.S. employees.

The firm maintains a dynamic team of over 120 full-time staff and more than 40 senior advisors and operating partners. Leadership brings decades of experience from top-tier firms like Blackstone, Goldman Sachs, and J.P. Morgan. Star Mountain highly values positive, solution-oriented team members with strong work ethics and is dedicated to extensive career development and training. As an employee-owned company, it offers substantial long-term wealth creation opportunities for committed, entrepreneurial professionals.

Role Responsibilities

• Assist underwriting and portfolio management teams in overseeing portfolio company results and preparing documentation for board meetings, management discussions, and internal assessments.
• Examine monthly financial reports, quarterly covenant compliance documents, and annual audited statements to detect performance trends, risks, and notable developments, sharing key findings with relevant teams.
• Evaluate operating and financial outcomes relative to budgets and prior periods to identify main performance drivers and prospects for operational improvements.
• Contribute to value enhancement projects across portfolio companies, including operational benchmarking, KPI management, working capital oversight, forecasting, and performance monitoring.
• Monitor liquidity, cash flows, and borrowing base availability, highlighting and escalating significant risks to senior staff.
• Ensure adherence to investment agreements, including financial covenants and reporting duties.
• Support continual monitoring of portfolio firms facing operational or financial difficulties by data collection, analysis, and assisting with remedial planning.
• Engage in special projects focusing on performance improvement, strategic initiatives, and operational analyses.
• Maintain portfolio data within firm systems such as S&P Global iLEVEL and Wall Street Office, ensuring data accuracy and consistency.
• Create and maintain dashboards and KPI reports to assist investment committee materials, portfolio reviews, and management decisions.
• Assist in quarterly valuation exercises by updating financial models, industry outlooks, and assumptions.
• Prepare regular portfolio company reviews covering financial performances, risks, industry trends, and investment updates.
• Respond to internal and investor queries with relevant analyses and supporting documents.
• Help prepare financing and amendment memos for senior investment professional review.
• Construct and maintain detailed financial models including three-statement models and 13-week cash flow forecasts to project performance under various scenarios.
• Support investment professionals throughout the investment lifecycle: due diligence, closing, ongoing monitoring, post-closing reporting.
• Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio management teams for financing and portfolio initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline with a strong academic record.
• Between one and three years of relevant experience in sectors such as private equity, private credit, investment or corporate banking, valuation, consulting, or accounting.
• Proficient financial modeling and analytical capabilities, especially using Microsoft Excel, including constructing or managing financial models.
• Meticulous attention to detail and capacity to prioritize effectively in a fast-paced environment.
• Interest in leveraging AI technologies to enhance financial, industry, and investment analysis.
• Excellent communication skills, both written and verbal, along with strong interpersonal abilities.
• Highly motivated, intellectually curious, eager to learn, and able to thrive in a collaborative team setting.
• Demonstrates a positive mindset, firm work ethic, and a sense of ownership over responsibilities.
• Experience with portfolio monitoring platforms such as S&P Global iLEVEL or Wall Street Office, and data visualization tools like Power BI or Tableau, is advantageous.
• Immediate availability required.
• Work location: Tampa, Florida, with a full-time requirement to work 5 days per week onsite.

Compensation and Benefits

The compensation package will be determined based on individual qualifications, experience, and demonstrated performance during selection. Employees are eligible for an annual discretionary bonus and additional economic incentives. As a 100% employee-owned firm, there is substantial potential for wealth accumulation through long-term value creation.

Star Mountain Capital offers a comprehensive and competitive medical, dental, and vision benefits package. Other benefits include 50% subsidy on monthly gym memberships, cell phone stipend, tuition assistance for job-related certifications and development opportunities, along with various customized perks to support employee wellbeing and growth.

Application Process

Due to high application volumes, not all applicants will receive individual responses. Suitable candidates based on resume evaluations for the role or other potential positions will be contacted to initiate discussions. Non-selected applicants will remain in consideration for future opportunities aligned with their qualifications.

Additional Information

Star Mountain Capital exemplifies a commitment to investing in America's growth engine and fostering a rewarding employee-owned culture.