Associate/Senior Associate, Business Operations & Intelligence

About the role

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.

Responsibilities

• The Associate / Senior Associate is the Tampa-based team lead for Business Operations & Intelligence and the day-to-day manager of the analyst pool. Where analysts carry functional focus lanes, this role thinks across the entire enterprise — connecting LP, portfolio, fund, and pipeline data into one operating picture, and owning the standards that make the team's output trustworthy at scale.
• Lead and develop the Tampa Business Operations and Intelligence analyst and intern team: workload management, quality control, training, and performance development in partnership with New York infrastructure leadership
• Own the firmwide data-request intake protocol: prioritization standards, data-vs-analytics triage, turnaround standards, escalation rules, and the domain SME routing matrix
• Own quality-control standards and the audit-trail discipline for every data response leaving the team
• Serve as the cross-enterprise integrator: fulfill and design multi-division data work spanning LP, portfolio, fund, and origination data; identify recurring patterns and convert them into new reports in the firm's reporting engine and new dashboard elements
• Lead the absorption and industrialization of offshore vendor data workstreams, including workflow handoff design with the firm's offshore partner and 24-hour coverage coordination
• Drive the team's data-project portfolio: cleaning campaigns, scraping builds, training-data preparation, and emerging BI analytics work
• Partner with Enterprise Infrastructure on the firm's data lakehouse migration (Microsoft Fabric / Omni BI) and AI-enabled reporting roadmap; champion AI tooling adoption within the team and across the divisions it serves
• Add value to other aspects of Star Mountain's overall business as an aligned partner assisting in building a leading private investment business

Qualifications

• Technical data background required: degree in data science, computer science, information systems, or a comparable quantitative field, with strong applied command of SQL and data manipulation; Python and BI tooling (Power BI or comparable) strongly preferred
• 3–6 years of full-time experience in data operations, business intelligence, analytics, or financial services data management, including demonstrated experience leading work or people
• Enterprise-level thinking: proven ability to work across functions and connect disparate data domains into one picture — this is the defining trait of the role
• Finance fluency: solid understanding of private markets structures — funds, LPs, credit and equity investments, portfolio monitoring — sufficient to design data work for each
• Process-design orientation: experience building intake systems, SOPs, QC standards, or comparable operating frameworks
• Clear, confident communication with senior executives; ability to represent the team's work and standards firmwide
• Discretion and sound judgment handling confidential executive, investor, and portfolio information
• Team player with a positive, solutions-based attitude and a strong work ethic; strong culture carrier and developer of junior talent

Benefits

• We offer a highly