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.
Position Description 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
Coordinate 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
Assist 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 setting
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 or Hybrid
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. The firm is 100% employee owned providing for material economic wealth creation opportunity.
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.
Note: Detailed award eligibility requirements for Crain’s can be found here and for Pensions & Investments here.
Investing in the Growth Engine of America
www.StarMountainCapital.com

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📌 Portfolio Monitoring Analyst/Associate (British Columbia)
🏢 Independent Sponsor Forum
📍 British Columbia