Senior Associate, Portfolio Management

Firm Overview

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle‑market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM.

Star Mountain’s track record, business model, growth trajectory and award‑winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long‑term alignment of interest with 100% of U.S. employees participating in investment profits. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals.

Star Mountain values team players with positive, solutions‑based attitudes complemented by a strong work ethic and is heavily committed to long‑term training and career development. Star Mountain is employee‑owned with material long‑term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full‑time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.

• 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/out performance 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

• 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

Immediate

Tampa, Florida

The exact salary will be determined based on the candidate's qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee owned providing for material economic wealth creation opportunity.

Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees’ needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job‑related designations and learning and development opportunities, and other bespoke benefits.

Please submit resume through Linked In. If we require any additional information, we will reach out directly.