Senior Portfolio Management Associate — Private Credit/PE

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.

Responsibilities

• Assist in managing portfolio company relationships.
• Analyze monthly financials and prepare board meeting materials.
• Support valuations and maintain financial records on data platforms.

Skills

Investment-related experience

Microsoft Excel expertise

Excellent organizational skills

Strong communication skills

Team player

Job description

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.