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Star Mountain Capital · 1 month ago

Senior Associate, Portfolio Management

Tampa, FL

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Star Mountain Capital is a rapidly growing private investment firm focused on the lower middle-market. The Senior Associate in Portfolio Management will assist in managing portfolio company relationships, conducting financial analysis, and supporting value creation initiatives.

Asset ManagementFinancial Services

Growth Opportunities

Responsibilities

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)

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

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

Qualification

Private equity experiencePrivate credit experienceMicrosoft ExcelFinancial analysisOrganizational skillsCommunication skillsTeam player

Required

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