Strategic Fund Finance & Analytics Analyst

Star Mountain Capital; Tampa (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Star Mountain Capital in Tampa, FL is seeking an Analyst/Associate to support fund finance, liquidity management, and financial analytics across its private credit strategies. The role focuses on monitoring fund-level financing facilities and sourcing insights from cash flow models and covenant analysis.

The ideal candidate combines strong financial modeling with knowledge of private fund structures and borrowing base mechanics, collaborating with Finance, Investment, Operations, Legal, and

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.
• 3 to 5 years of relevant experience in private credit, private equity, fund finance, investment banking, leveraged finance, structured finance, corporate finance, valuation, or related financial roles.
• Strong financial modeling skills with advanced Excel proficiency.
• Strong understanding of cash flow forecasting, debt structures, and credit analysis.
• Ability to interpret credit agreements, covenants, and reporting obligations.
• Excellent attention to detail and ability to communicate conclusions to senior stakeholders.
• Proven ability to manage multiple priorities and deliverables in a fast-paced environment.

Responsibilities

• Support the ongoing management of fund-level financing facilities including subscription credit facilities, NAV facilities, warehouse lines, and other financing arrangements.
• Build and maintain models to forecast fund liquidity, borrowing needs, investment funding requirements, repayments, capital calls, distributions, interest expense, and other sources and uses of cash.
• Monitor borrowing availability across fund financing facilities and prepare borrowing base calculations, utilization analyses, and related lender reporting.
• Track and evaluate compliance with financial covenants, borrowing base requirements, concentration limits, advance rates, asset eligibility criteria, minimum liquidity requirements, and other terms contained in financing agreements.
• Maintain detailed models of fund leverage, including outstanding borrowings, available capacity, interest expense, facility pricing, maturity dates, amortization requirements, and other key terms.
• Prepare analyses to support borrowing and repayment decisions, including evaluating the relative economics of utilizing financing facilities versus calling investor capital.
• Develop and maintain cash flow and liquidity forecasts at the fund and vehicle level, incorporating expected portfolio investment activity, scheduled and anticipated repayments, interest collections, fees, fund expenses, investor capital activity, and debt service.
• Conduct scenario and sensitivity analyses to assess liquidity and leverage under different deployment, repayment, interest rate, portfolio performance, and fundraising assumptions.
• Support fundraising and investor relations activities by preparing analyses related to fund leverage, liquidity, portfolio performance, and fund-level financing.
• Partner with Operations, Finance, and Technology teams to improve data infrastructure, automate recurring reporting processes, and enhance the firm’s ability to monitor fund liquidity and leverage in real time.
• Support ad hoc analyses related to fund performance, portfolio valuations, financing strategy, capital structure, investment activity, and other strategic initiatives.

Skills

Financial modeling

Credit analysis

Cash flow forecasting

Interpreting credit agreements

Communication with stakeholders

Education

Bachelor’s degree in Finance/ Economics/ Accounting/ Engineering/ Mathematics/ Data Science

Tools

Excel

Job description

Star Mountain Capital in Tampa, FL is seeking an Analyst/Associate to support fund finance, liquidity management, and financial analytics across its private credit strategies. The role focuses on monitoring fund-level financing facilities and sourcing insights from cash flow models and covenant analysis.

The ideal candidate combines strong financial modeling with knowledge of private fund structures and borrowing base mechanics, collaborating with Finance, Investment, Operations, Legal, and