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Star Mountain Capital · 1 month ago

Vice President, Portfolio Management

United States

Full-time

Remote

Mid, Senior Level

6+ years exp

Star Mountain Capital is a rapidly growing private investment firm focused on the lower middle-market. The Vice President of Portfolio Management will manage portfolio company relationships, drive operational performance, and support restructuring initiatives.

Asset ManagementFinancial Services

Growth Opportunities

Responsibilities

Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests, with an emphasis on driving operational performance, strategic alignment, and value creation initiatives

Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights, support operational decision-making, and guide management through periods of change or underperformance

Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors, including initiatives focused on margin improvement, cost rationalization, and operational scalability

Serve as a key point of contact during periods of operational disruption or financial stress, providing analytical leadership and light crisis management support to management teams and sponsors

Partner with portfolio company leadership, sponsors, and advisors to evaluate and execute restructuring, reorganization, or turnaround strategies when warranted

Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies, including development and execution of performance improvement and stabilization plans

Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee

Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations, coordinating closely with legal counsel, restructuring advisors, and external stakeholders

Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles, incorporating downside, stress-case, and restructuring scenarios to support decision-making

Oversee liquidity planning, covenant management, and capital structure optimization initiatives during periods of stress or strategic transition

Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO), ensuring data integrity to support portfolio-level operational insights

Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements, with a focus on operational performance, execution risk, and value creation progress

Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team

Contribute to the development of a best-in-class portfolio management platform, fully integrating key systems and empowering the development of insights into the portfolio companies, including enhanced KPI frameworks, early-warning indicators, and performance dashboards

Qualification

Portfolio management experienceFinancial modelingOperational improvementRestructuring experienceLegal documentation managementMicrosoft Excel proficiencyBoard governance experienceCommunication skillsOrganizational skills

Required

6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group, with demonstrated experience supporting operational improvement, restructurings, or turnaround situations

Onsite experience at portfolio companies, prior interaction with other lenders and PortCo vendors

Proven track record in managing legal documentation processes within a private asset management firm, including amendments, waivers, and restructuring-related documentation a plus

Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities, particularly in complex or time-sensitive situations

High EQ and strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels

Board and governance experience a plus, as well as prior experience engaging with the C-Suite

Advanced proficiency in Microsoft Excel and other financial modeling tools, as well as PowerPoint presentation skills

Location: New York, NY or Tampa, FL

Timing: Immediate