Portfolio Monitoring Analyst​/Associate

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.

• 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

• 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…