Portfolio/Asset Management Associate
3 weeks ago
Firm Overview
Star Mountain Capital is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market – businesses that generally have between $5 million and $50 million in annual EBITDA (“LMM”). The firm employs three complementary strategies: private credit, private equity and secondary credit and PE fund investing, all focused within North America. 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 ~$4B billion in assets under management 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 100% employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of over 85 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, Goldman Sachs, Citigroup, J.P. Morgan, Merrill Lynch, and Thoma Bravo.
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.
Portfolio Management Associate
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
Timing: Immediate
Location: Based in Tampa, FL.
Compensation: Base, bonus, and equity package within a heavily aligned organizational culture.
Please submit resume through LinkedIn.
Investing in the Growth Engine of America ® www.StarMountainCapital.com
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