Analyst/Associate, Financial Analytics

Star Mountain Capital; Tampa (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

50% coverage on gym memberships

Cell phone stipend

Tuition support for job-related designations

Job summary

A private investment firm in Tampa seeks a Financial Analytics Analyst/Associate. The role involves maintaining financial models, developing analytics tools, and preparing materials for presentations. Candidates should have a degree in finance or a related field and 3-5 years of relevant experience, alongside strong modeling skills in Excel. Ideal candidates will possess attention to detail, manage priorities, and communicate effectively across teams. The firm offers a competitive benefits package and is committed to employee development.

Qualifications

• 3-5 years of experience in private equity, investment banking, or similar.
• Strong modeling skills and proficiency with Excel.
• Familiarity with valuation methodologies such as DCF and market comps.
• Familiarity with valuation methodologies (DCF, comps, precedent transactions, option-pricing, etc.).
• Experience with data analysis and visualization tools (Power BI, Tableau, Alteryx) and/or programming in Python, SQL, or R preferred.
• Excellent analytical ability with strong attention to detail and data accuracy.
• Ability to distill large data sets into clear insights and communicate to senior stakeholders.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication skills and cross-functional collaboration.

Responsibilities

• Maintain and enhance financial models for decision-making.
• Develop analytics tools for transparency and efficiency.
• Prepare data-driven materials for investor presentations.
• Manage multiple projects with clear workstreams, timelines, and deliverables.
• Support project management and reporting workflows using Notion or similar systems.
• Conduct scenario, sensitivity, and stress-testing analyses for market and investment impacts.
• Ensure data integrity across systems and resolve discrepancies with operations/tech teams.
• Support ad-hoc analyses on fund performance and valuation methodologies.

Skills

Financial modeling

Data analysis

Attention to detail

Written communication

Verbal communication

Education

Bachelor’s degree in finance, economics, accounting, engineering

Tools

Excel

Power BI

Tableau

Python

SQL

SQL

R

Job description

Firm Overview

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.

Financial Analytics Analyst / Associate

• Maintain and enhance financial models to reflect evolving market conditions, deal structures, and fund strategies, ensuring accuracy and relevance for ongoing decision-making.
• Develop, improve, and automate reporting dashboards and analytics tools to enhance transparency, efficiency, and real-time insights across funds and portfolios.
• Prepare data-driven materials for investor presentations, fundraising efforts, internal meetings, and management updates.
• Manage multiple concurrent projects and analytical initiatives, including building and maintaining clear workstreams, timelines, and deliverables across stakeholders.
• Support project management, documentation, and reporting workflows using tools such as Notion or similar project and knowledge management systems.
• Conduct scenario, sensitivity, and stress-testing analyses to evaluate the impact of market shifts, operational changes, and investment decisions.
• Ensure data integrity and consistency across multiple systems, data sources, and reporting environments; partner with operations and technology teams to resolve discrepancies.
• Support ad‑hoc analyses related to fund performance, valuation methodologies, market trends, and investment strategy.

Required Qualifications

• Bachelor’s degree in finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.
• 3‑5 years of experience in private equity, investment banking, corporate finance, valuation, consulting, or a financial analytics role (title level adjusted based on experience).
• Strong financial modeling skills, including proficiency with Excel and experience building and maintaining complex models.
• Familiarity with valuation methodologies (DCF, market comps, precedent transactions, option‑pricing methods, etc.).
• Experience with data analysis and visualization tools (e.g., Power BI, Tableau, Alteryx) and/or programming skills in Python, SQL, or R preferred.
• Exceptional analytical ability with strong attention to detail and data accuracy.
• Ability to distill large data sets into clear insights and communicate them effectively to senior stakeholders.
• Proven ability to manage multiple priorities and deadlines in a fast‑paced environment.
• Strong written and verbal communication skills, with the ability to collaborate across investment, operations, and technology teams.
• High degree of professionalism, discretion, and integrity.

Preferred Qualifications

• Experience in private credit, private equity, or alternative investments.
• Familiarity with fund reporting, performance analytics, and portfolio monitoring systems.
• Prior exposure to valuation audits or working with third‑party valuation firms.

Location

Must be willing to work out of our Tampa, Florida or NYC office.

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 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.