Portfolio Reporting Analyst

Star Mountain Capital, LLC; Tampa (FL); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Gym membership stipend 50%

Cell phone stipend

Tuition support for job-related design

Job summary

Star Mountain Capital, LLC is seeking a highly analytical Portfolio Reporting Analyst to support portfolio monitoring, financial reporting, and data management across the firm's investment strategies in Tampa. The role requires strong Excel skills, attention to detail, and the ability to work with large datasets across departments.

You will produce monthly, quarterly, and annual reports, support investor relations, and help automate workflows using BI tools and scripting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field.
• 1–3 years of relevant experience in financial reporting, portfolio analytics, investment operations, accounting, or financial analysis.
• Advanced Microsoft Excel skills, including pivot tables, complex formulas, lookups, and financial data analysis.
• Experience leveraging AI tools, including Claude or similar platforms, to automate workflows, streamline financial reporting, enhance data analysis, and improve operational efficiency.
• Strong understanding of financial statements, financial metrics, and accounting fundamentals.
• Exceptional attention to detail and ability to identify inconsistencies across financial datasets.
• Strong organizational and time‑management skills, with the ability to manage multiple reporting deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively across multiple departments.

Responsibilities

• Prepare and maintain recurring monthly, quarterly, and annual portfolio reporting packages.
• Track portfolio performance, investment valuations, and relevant portfolio‑level KPIs.
• Support the preparation of portfolio dashboards, performance summaries, and management presentations.
• Identify reporting discrepancies, unusual trends, and potential data integrity issues, escalating findings as appropriate.
• Assist with ad hoc reporting and analytical requests from senior management and investment professionals.

Skills

Advanced Excel

AI tools (Claude)

Attention to detail

Time management

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field

Tools

Power BI

Tableau

SQL

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.

Position Overview

Star Mountain Capital is seeking a highly analytical, detail‑oriented Portfolio Reporting Analyst to support the firm's portfolio monitoring, financial reporting, and investment data management activities. This individual will play an important role in ensuring the accuracy, consistency, and timeliness of portfolio‑level reporting across the firm's investment strategies. The ideal candidate will possess strong financial and analytical skills, advanced Excel capabilities, and the ability to work with large datasets while maintaining a high degree of accuracy. This position requires collaboration across Portfolio Management, Investments, Finance, Operations, and Investor Relations to support internal decision‑making, investor reporting, and ongoing portfolio oversight.

Key Responsibilities

Portfolio Reporting & Analysis

• Prepare and maintain recurring monthly, quarterly, and annual portfolio reporting packages.
• Track portfolio performance, investment valuations, and relevant portfolio‑level KPIs.
• Support the preparation of portfolio dashboards, performance summaries, and management presentations.
• Identify reporting discrepancies, unusual trends, and potential data integrity issues, escalating findings as appropriate.
• Assist with ad hoc reporting and analytical requests from senior management and investment professionals.

Data Management & Reporting Systems

• Ensure consistency of portfolio information across reporting systems and deliverables.
• Support ongoing improvements to data collection, reporting processes, and system integrations.
• Identify opportunities to automate recurring reports and improve reporting efficiency.

Cross-Functional Collaboration

• Support Investor Relations with accurate portfolio‑level information for investor presentations, reporting, and due diligence requests.
• Assist in preparing materials for internal portfolio reviews, investment committee meetings, and senior leadership discussions.
• Respond to internal reporting requests while maintaining data accuracy and confidentiality.

Process Improvement & Reporting Efficiency

• Identify opportunities to streamline reporting workflows and reduce manual processes.
• Develop and enhance reporting templates, dashboards, and analytical tools.
• Assist in implementing standardized reporting procedures and data quality controls.
• Leverage technology, automation, and analytical tools to improve the scalability and effectiveness of portfolio reporting.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 1–3 years of relevant experience in financial reporting, portfolio analytics, investment operations, accounting, or financial analysis.
• Advanced Microsoft Excel skills, including pivot tables, complex formulas, lookups, and financial data analysis.
• Experience leveraging AI tools, including Claude or similar platforms, to automate workflows, streamline financial reporting, enhance data analysis, and improve operational efficiency.
• Strong understanding of financial statements, financial metrics, and accounting fundamentals.
• Exceptional attention to detail and ability to identify inconsistencies across financial datasets.
• Strong organizational and time‑management skills, with the ability to manage multiple reporting deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively across multiple departments.

Preferred Qualifications

• Experience within private credit, private equity, asset management, investment banking or financial services.
• Understanding of private investment performance metrics, including IRR, MOIC, NAV, and investment‑level returns.
• Experience with Power BI, Tableau, SQL, or other data visualization and analytical tools.
• Exposure to debt investments, credit agreements, and portfolio company financial reporting.
• Experience improving or automating financial reporting processes.

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.