Data Operations Analyst

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.

Timing: Immediate. Location: In-person, based in Tampa, Florida.

Responsibilities

• Primary responsibility includes hands on updating of data in the firms CRM and ERP Systems with the goal of keeping the data in the systems as up to date, accurate, and real time. Included in this are record creation, updating, deduplication, standardization, enrichment, and synchronization-error resolution
• Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data
• Support executive and investor-facing workflows with accurate underlying data: meeting and interaction logging, contact-card accuracy, tear-sheet fact checking, conference and target-list data builds
• Absorb and industrialize data workstreams transitioning from the firm’s offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities
• Partner with the Enterprise Infrastructure team on data-quality initiatives supporting the firm’s migration to a unified data lakehouse (Microsoft Fabric / Omni BI) and AI-enabled reporting
• Add value to other aspects of Star Mountain’s overall business as an aligned partner assisting in building a leading private investment business

Qualifications

• 0–3 years of full-time relevant experience in data management operations, business analytics, CRM administration, financial services operations, or an equivalent internship track; recent graduates in business analytics, information systems, finance, or related fields encouraged to apply