Portfolio Monitoring Analyst at Star Mountain

Star Mountain seeks a Portfolio Monitoring Analyst adept in financial analysis and investment management. This role is hybrid or in Tampa, FL, focusing on monitoring portfolio performance and data integrity.

As a Portfolio Monitoring Analyst, you will engage with a portfolio of 20-25 companies, conducting financial statement reviews and tracking compliance. Your analytical skills will support the preparation of financial materials and KPI tracking, vital for valuation processes. Star Mountain values detail-oriented professionals with a proactive approach in an employee-owned culture.

Key Responsibilities:

• Conduct monthly financial statement reviews

• Maintain covenant compliance calculations and tracking

• Upload financial data into management systems

• Prepare monitoring commentary for valuations

• Calculate and track key performance indicators

Requirements:

• Experience in investment banking or private equity

• Proficiency in financial statement analysis

• Advanced skills in Microsoft Excel

• Strong organizational abilities for portfolio management

• Bachelor’s degree in Finance or related field

Bring your analytical expertise and drive to support Star Mountain’s investment strategy and culture.
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