Portfolio Reporting & Analytics 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

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.