Join Star Mountain Capital as a Financial Analyst focused on portfolio management and monitoring, operating in a hybrid work environment. Utilize your analytical skills to conduct in-depth financial reviews across multiple companies. As a Financial Analyst, you will be responsible for evaluating the financial health of 20-25 companies within the lower middle market.

You will execute covenant compliance calculations and assist in generating insightful reports that guide investment decisions. This role requires advanced Excel skills and a self-starter mentality to support the investment team effectively. Key Responsibilities:

- Execute monthly financial reviews and trend analysis
- Support the preparation of portfolio status reports




- Engage with CFOs on financial reporting schedules
- Assist in quarterly valuation support preparation
- Document board meeting insights for portfolio insights

Requirements:

- Relevant experience in finance or investment analysis
- Proficiency in financial statement analysis
- Robust MS Excel skills for financial modeling
- Ability to communicate complex data effectively
- Bachelor’s degree in a related field

Transform your analytical abilities into impactful financial insights as a Financial Analyst at Star Mountain Capital.

📌 Financial Analyst for Portfolio Management (Langford)
🏢 Independent Sponsor Forum
📍 Langford