Portfolio Management Vice President

2 months ago

Tampa, United States Star Mountain Capital Full time

Firm Overview


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 Relationship Management

  • Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests
  • Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights
  • Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors

Portfolio Financing and Amendment Support

  • Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies
  • Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee
  • Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations
  • Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles

Internal Reporting

  • Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
  • Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements
  • Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team
  • Contribute to the development of a best-in-class portfolio management platform, fully integrating key systems and empowering the development of insights into the portfolio companies


Required Qualifications:

  • 6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group
  • Onsite experience at portfolio or client companies
  • Proven track record in managing legal documentation processes within a private asset management firm
  • Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities
  • Strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels
  • Board and governance experience a plus
  • Advanced proficiency in Microsoft Excel and other financial modeling tools
  • 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 Management Vice President / Director – 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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