Portfolio Reporting Analyst — Data-Driven, Employee-Owned

Star Mountain Capital, LLC

Tampa (FL)

Sur place

USD 70 000 - 95 000

Plein temps

Il y a 9 jours

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Avantages offerts par ce poste

Medical, dental, vision coverage

50% gym membership

Cell phone stipend

Tuition support for designations and L

Résumé du poste

Star Mountain Capital, LLC is seeking a highly analytical Portfolio Reporting Analyst in the United States to support portfolio monitoring, financial reporting, and data management across investment strategies. The role emphasizes accuracy, timeliness, and collaboration with Portfolio Management, Investments, Finance, Operations, and Investor Relations to inform decision-making and reporting.

The ideal candidate has a finance-related degree, 1–3 years of experience, advanced Excel skills, and

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.

Responsabilités

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.
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.
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.
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.