Portfolio Management Analyst

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (  ), 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  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 ~  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.

• Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
• Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
• Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
• Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
• Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
• Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
• Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
• Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.

• Maintain portfolio company financial, capital structure, and operating data within firm systems, including S  Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
• Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
• Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
• Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
• Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.
• Assist in preparing internal financing and amendment memoranda for review by senior investment professionals.
• Build and maintain detailed financial models (3-statement financial models and 13-week cash flow) to forecast operating performance, liquidity, leverage, and returns under various business scenarios.
• Support investment professionals throughout the investment lifecycle, including due diligence, closing processes, ongoing portfolio monitoring, and post-close reporting.
• Coordinate with internal teams and external advisors, including legal counsel, consultants, lenders, and portfolio company management, to support financing transactions and portfolio management initiatives.

• Bachelor s degree in Finance, Accounting, Economics, or a related field with a strong academic record.
• 1–3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
• Strong financial modeling and…