Data Operations Analyst

Star Mountain Capital; Tampa (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

50% gym membership coverage

Cell phone stipend

Tuition support for designations and L

Other bespoke benefits

Job summary

Star Mountain Capital is seeking a Data Operations Analyst to centralize and maintain data across CRM and ERP systems, ensuring up‑to‑date, accurate, real‑time information for leadership and investors.

In this role, you will build recurring reports, support executive workflows, and help transition data workstreams from offshore vendors while partnering with infrastructure on a data lakehouse and AI‑driven reporting initiatives.

Qualifications

• 1–3 years of full‑time relevant experience in data management operations, business analytics, CRM administration, financial services operations, or an equivalent internship track; recent graduates in business analytics, information systems, finance, or related fields encouraged to apply

Responsibilities

• Update data in the firm's CRM and ERP systems with record creation, updating, deduplication, standardization, enrichment, and synchronization‑error resolution
• Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data
• Support executive and investor‑facing workflows with accurate underlying data: meeting and interaction logging, contact‑card accuracy, tear‑sheet fact checking, conference and target‑list data builds
• Absorb and industrialize data workstreams transitioning from the firm’s offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities
• Partner with the Enterprise Infrastructure team on data‑quality initiatives supporting the firm’s migration to a unified data lakehouse (Microsoft Fabric / Omni BI) and AI‑enabled reporting
• Add value to other aspects of Star Mountain’s overall business as an aligned partner assisting in building a leading private investment business

Skills

Excel proficiency

CRM administration

SQL

Power BI

Attention to detail

Organizational skills

Written & verbal communication

Discretion

Team player

Education

Bachelor's degree in business analytics, information systems, finance, or related fields

Tools

Microsoft Fabric

Omni BI

Job description

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.

The Data Operations Analyst is a firmwide role at the center of Star Mountain’s data infrastructure. The role supports the entire firm in its data operations work— keeping the systems of record accurate, current, and decision‑ready as the firm scales toward $10 billion+ in assets under management.

Position Description

• Primary responsibility includes hands on updating of data in the firms CRM and ERP Systems with the goal of keeping the data in the systems as up to date, accurate, and real time. Included in this are record creation, updating, deduplication, standardization, enrichment, and synchronization‑error resolution
• Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data
• Support executive and investor‑facing workflows with accurate underlying data: meeting and interaction logging, contact‑card accuracy, tear‑sheet fact checking, conference and target‑list data builds
• Absorb and industrialize data workstreams transitioning from the firm’s offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities
• Partner with the Enterprise Infrastructure team on data‑quality initiatives supporting the firm’s migration to a unified data lakehouse (Microsoft Fabric / Omni BI) and AI‑enabled reporting
• Add value to other aspects of Star Mountain’s overall business as an aligned partner assisting in building a leading private investment business

Qualifications

• 1–3 years of full‑time relevant experience in data management operations, business analytics, CRM administration, financial services operations, or an equivalent internship track; recent graduates in business analytics, information systems, finance, or related fields encouraged to apply
• Advanced proficiency with Microsoft Excel; working familiarity with CRM / ERP platforms; exposure to SQL, Power BI, or comparable reporting tools a plus
• Exceptional attention to detail — the role’s core product is data the firm’s leadership can trust without re‑checking
• Strong organizational skills with proven ability to manage recurring deliverables, competing priorities, and defined turnaround standards
• Clear written and verbal communication; comfort interacting with senior executives and documenting processes
• Discretion and sound judgment handling confidential executive, investor, and portfolio information
• Team player with a positive, solutions‑based attitude and a strong work ethic; strong culture carrier
• Timing: Immediate.
• Location: In‑person, based in Tampa, Florida.

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

• 50% coverage on monthly gym memberships
• a cell phone stipend
• tuition support of job‑related designations and learning and development opportunities
• other bespoke benefits

Investing in the Growth Engine of America ®