Star Mountain Capital
Firm Overview
Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market ("LMM"), comprising businesses that generally have between $5 million and $50 million in annual EBITDA. The firm 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. With ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and a strong growth trajectory, Star Mountain values team players with positive, solutions‑based attitudes, a strong work ethic, and a commitment to long‑term training and career development. The dynamic team of 120+ full‑time professionals and 40+ senior advisors comprises investment veterans with an average of 30 years of experience.
Position Description Core Responsibilities Financial Monitoring & Analysis (40%)
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
Portfolio Administration & Data Management (30%)
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
Valuation & Reporting Support (20%)
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
Board & Management Engagement (10%)
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
Required Qualifications
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 Qualifications
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
Location & Timing
Location: Tampa, FL or Hybrid
Timing: Immediate
Compensation 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 material economic wealth creation opportunity.
Benefits Star Mountain Capital offers a highly competitive medical, dental, and vision package. Additional benefits include 50% coverage on monthly gym memberships, a cell phone stipend, tuition support for job‑related designations, learning and development opportunities, and other bespoke benefits.
Interview Process Thank you for your interest in a role at Star Mountain Capital. Due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach out to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.
To apply, please submit your resume through LinkedIn. If you would like to include additional information such as a cover letter, previous projects, transcripts, or references, you may submit these to careers@StarMountainCapital.com with the subject line: “Job Title – [Your Name].”
Additional Information Investing in the Growth Engine of America ®
Website:
www.StarMountainCapital.com
#J-18808-Ljbffr
Position Description Core Responsibilities Financial Monitoring & Analysis (40%)
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
Portfolio Administration & Data Management (30%)
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
Valuation & Reporting Support (20%)
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
Board & Management Engagement (10%)
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
Required Qualifications
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 Qualifications
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
Location & Timing
Location: Tampa, FL or Hybrid
Timing: Immediate
Compensation 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 material economic wealth creation opportunity.
Benefits Star Mountain Capital offers a highly competitive medical, dental, and vision package. Additional benefits include 50% coverage on monthly gym memberships, a cell phone stipend, tuition support for job‑related designations, learning and development opportunities, and other bespoke benefits.
Interview Process Thank you for your interest in a role at Star Mountain Capital. Due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach out to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.
To apply, please submit your resume through LinkedIn. If you would like to include additional information such as a cover letter, previous projects, transcripts, or references, you may submit these to careers@StarMountainCapital.com with the subject line: “Job Title – [Your Name].”
Additional Information Investing in the Growth Engine of America ®
Website:
www.StarMountainCapital.com
#J-18808-Ljbffr