Star Mountain Capital · 1 day ago
Portfolio Monitoring Analyst/Associate
Tampa, FL
Full-time
Hybrid
Entry, Mid LevelStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the lower middle-market. They are seeking a Portfolio Monitoring Analyst/Associate to conduct financial monitoring and analysis, maintain portfolio data, and support valuation processes.
Asset ManagementFinancial Services
Responsibilities
Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes
Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies
Upload financial data into portfolio management systems, ensuring data integrity and timely updates
Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments
Calculate and track key performance indicators (KPIs) including revenue trends, EBITDA margins, liquidity positions, and leverage metrics
Maintain accurate and current records in firm data management platforms and CRM systems
Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications
Coordinate financial reporting schedules with portfolio company CFOs and finance teams
Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence
Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries
Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data
Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles
Support year-end valuation deep dives with detailed financial analysis and performance commentary
Assist with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications
Attend board meetings as observer for select portfolio companies, taking detailed notes and tracking action items
Support Managing Directors on board-related matters, preparing financial summaries and operational updates
Prepare discussion materials for management calls and track follow-up items
Document management team and sponsor interactions and maintain relationship notes in CRM
Qualification
Required
Relevant experience in investment banking, commercial banking, private credit, private equity, public accounting, or corporate finance roles
Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling
Advanced proficiency in Microsoft Excel, including experience building and maintaining financial models
Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously
Effective written and verbal communication skills, with ability to synthesize complex financial information
Self-starter mentality with ability to work independently while contributing to a collaborative team environment
Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred
Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank
Familiarity with private credit documentation including credit agreements, covenant calculations, and compliance certificates
Prior exposure to portfolio management systems (eFront, Investran, or similar platforms)
Progress toward CFA, CPA, or other relevant professional designations
Experience in the lower middle-market or with sponsor-backed companies
Benefits
Highly competitive medical, dental, and vision package
50% coverage on monthly gym memberships
A cell phone stipend
Tuition support of job-related designations and learning and development opportunities
Other bespoke benefits
Company
Star Mountain Capital
Investing in the Growth Engine of America ® – Star Mountain Capital is a specialized lower middle-market asset management firm.
Founded in 2010
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Hickey
Founder & CEO
Bruce Eatroff
Managing Director
Recent News
Business Wire
2026-01-07
Morningstar.com
2025-12-04
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