Senior Associate, Portfolio Management

Star Mountain Capital; Tampa (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

50% coverage on gym memberships

Cell phone stipend

Tuition support for job-related designations

Learning and development opportunities

Job summary

A specialized investment firm in Tampa, Florida, is looking for a professional to assist in portfolio management and financial analysis. The role requires at least 4 years of experience in investment-related fields and proficiency in Microsoft Excel. Responsibilities include managing relationships with portfolio companies, analyzing financial performance, and supporting valuation processes. This position offers competitive compensation and a strong benefits package in a collaborative team environment.

Qualifications

• 4+ years of investment-related experience in private equity or corporate banking.
• Proficiency in Microsoft Excel for detailed data analysis.
• Demonstrated strong communication and interpersonal skills.
• Strong verbal and written communication and team collaboration.

Responsibilities

• Assist in managing portfolio company relationships.
• Analyze monthly financials and prepare board meeting materials.
• Support valuations and maintain financial records on data platforms.
• Prepare internal memos and responses for investor inquiries.

Skills

Investment-related experience

Microsoft Excel expertise

Excellent organizational skills

Strong communication skills

Team player

Tools

Microsoft Excel

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 Description

Portfolio Company Oversight

• Assist senior Underwriting and Portfolio Management professionals in managing portfolio company relationships and preparing for board meetings
• Review and analyze monthly financials, quarterly covenant compliance certifications, annual audited financial statements from portfolio companies
• Analyze company‑level operating metrics and financials data to disaggregate drivers of under/outperformance relative to budget and prior year
• Support value creation initiatives (i.e., Getting Middle Market Ready and Environmental, Social and Governance reporting)

Internal Reporting

• Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
• Support valuations processes on portfolio company securities on a quarterly basis
• Prepare quarterly and semi‑annual credit and equity reviews on individual portfolio companies
• Craft thoughtful responses to investor requests related to portfolio company security details and performance

Portfolio Financing and Amendment Support

• Support drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee
• Prepare detailed scenario‑based spreadsheet models to project portfolio company operating and financial performance, as well as credit statistics and projected returns
• Assist investment analysts in completing pre‑investment and post‑close workflows, procedures and documentation

Required Qualifications

• 4+ years of investment‑related (private equity, private credit), corporate banking, or other finance‑related experience (investment banking, accounting, audit, consulting)
• Microsoft Excel power user
• Excellent organizational skills with a proactive and detail‑oriented approach to managing multiple tasks and priorities
• Strong verbal, written and interpersonal communication skills
• Team player with a positive attitude and great people skills

Timing

Immediate

Location

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

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.

How to Apply

Please submit resume through LinkedIn. If we require any additional information, we will reach out directly.