Star Mountain seeks a Portfolio Monitoring Analyst adept in financial analysis and investment management. This role is hybrid or in Tampa, FL, focusing on monitoring portfolio performance and data integrity.
As a Portfolio Monitoring Analyst, you will engage with a portfolio of 20-25 companies, conducting financial statement reviews and tracking compliance. Your analytical skills will support the preparation of financial materials and KPI tracking, vital for valuation processes. Star Mountain values detail-oriented professionals with a proactive approach in an employee-owned culture.
Key Responsibilities:
- Conduct monthly financial statement reviews
- Maintain covenant compliance calculations and tracking




- Upload financial data into management systems
- Prepare monitoring commentary for valuations
- Calculate and track key performance indicators
Requirements:
- Experience in investment banking or private equity
- Proficiency in financial statement analysis
- Advanced skills in Microsoft Excel
- Solid organizational abilities for portfolio management
- Bachelor’s degree in Finance or related field
Bring your analytical expertise and drive to support Star Mountain’s investment strategy and culture.
#J-18808-Ljbffr

📌 Portfolio Monitoring Analyst At Star Mountain (Langford)
🏢 Independent Sponsor Forum
📍 Langford