Portfolio/Asset Management Associate
3 weeks ago
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. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM. The Firm’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. The Firm has over $4 billion in assets under management (committed capital including debt facilities as of 7/31/24) 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. The Firm is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners.
The senior team has over 500 years of collective investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.
For the last five consecutive years, Star Mountain has been recognized as one of the Best Places to Work by both Crain’s and Pensions & Investments.
Position Description:
Portfolio Company Oversight
- Assist senior Underwriting and Portfolio Management professionals in managing portfolio company relationships and preparing for calls and meetings including 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/outperformance relative to budget and prior year
- Identify, recognize and promptly communicate trends to deal team
- Support value creation initiatives (i.e., Getting Middle Market Ready and Environmental, Social and Governance reporting)
Internal 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
Portfolio Financing and Amendment Support
- 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
Required Qualifications:
- 2-5 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
- Location: Based in Tampa, FL.
- Timing: Immediate
Office Model:
Star Mountain Capital’s work model is designed to be in-office with a focus on team collaboration and apprenticeship style learning that connects our employees on many levels. Our team aligns to this model to increase meaningful moments that are not replicated in a remote experience. Employees who join our organization can count on this model to accelerate your onboarding, learning, and integration into the firm.
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 for material economic wealth creation opportunity.
Benefits:
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.
Interview Process
Thank you for your interest in a role at Star Mountain Capital. Please note that 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 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.
Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to careers@StarMountainCapital.com with the subject line: “Portfolio / Asset Management Associate – Tampa, Florida – [Your Name]".
Investing in the Growth Engine of America ®
Note: Detailed award eligibility requirements for Crain’s can be found here and for Pensions & Investments here.
Investing in the Growth Engine of America ®
www.StarMountainCapital.com
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