Portfolio Analyst

Job Description

Portfolio Monitoring Analyst/Associate | Star Mountain Capital

The Tone:
This is a full-time role at Star Mountain Capital, located in Tampa, FL. Star Mountain is a rapidly growing private investment firm with over 120 full-time team members and 40+ Senior Advisors, focused on the U.S. lower middle-market with approximately $4.5 billion in assets under management. This role is critical to the ongoing financial monitoring, analysis, and administration of a portfolio of 20-25 companies, directly supporting valuation processes and stakeholder engagement. The firm values team players with solutions-based attitudes and offers significant long-term career development opportunities within its employee-owned structure.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Tampa, FL

• Team: Supports Managing Directors
• Mission: This role is responsible for the comprehensive financial monitoring, analysis, and administration of a portfolio of lower middle-market companies, ensuring data integrity and supporting valuation processes.
• Tech Stack: Microsoft Excel, portfolio management systems (eFront, Investran, or similar), CRM systems

What You’ll Actually Do
• Financial Analysis: Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes, and calculate key performance indicators.
• Compliance & Data Management: Perform covenant compliance calculations, maintain covenant tracking schedules, and upload financial data into portfolio management systems, ensuring data integrity.
• Reporting & Documentation: Prepare monthly and quarterly monitoring commentary and analysis, generate standardized reports for internal stakeholders, and manage document organization in deal folders.
• Valuation Support: Prepare quarterly valuation support materials, including comparable company analyses, respond to valuation provider questions, and assist with LP reporting requirements.
• Stakeholder Engagement: Attend board meetings as observer for select portfolio companies, support Managing Directors on board-related matters, and prepare discussion materials for management calls.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Relevant experience in investment banking, commercial banking, private credit, private equity, public accounting, or corporate finance roles.
• Experience: Demonstrated proficiency in financial statement analysis and financial modeling, coupled with advanced proficiency in Microsoft Excel, including building and maintaining financial models.
• Skills: Strong analytical skills, excellent organizational skills for managing multiple portfolio companies simultaneously, strong attention to detail, and effective written and verbal communication skills.
• Bonus: Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank; familiarity with private credit documentation; prior exposure to portfolio management systems (eFront, Investran, or similar platforms); progress toward CFA, CPA, or other relevant professional designations; or experience in the lower middle-market or with sponsor-backed companies.