Job Description
Note: The job is a remote job and is open to candidates in USA. Star Mountain Capital is a rapidly growing private investment firm focused on the lower middle-market. The Portfolio Monitoring Analyst/Associate will conduct financial monitoring and analysis, manage portfolio administration and data management, and support valuation and reporting efforts for assigned portfolio companies.
- 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
- Skills
- 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
- 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
- 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 Overview
- Investing in the Growth Engine of America ® – Star Mountain Capital is a specialized lower middle-market asset management firm. It was founded in 2010, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.starmountaincapital.com.
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