Portfolio Monitoring Analyst/Associate

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

Portfolio Administration & Data Management

• 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
• Cook up 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

• 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
• Aid with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications

Board & Management Engagement

• 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

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.

Benefits

Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees’ needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 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.

Interview Process

Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach out to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.

Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to careers@StarMountainCapital.com with the subject line: “Job Title – [Your Name].”

Note: Detailed award eligibility requirements for Crain’s can be found here and for Pensions & Investments here.

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