Client Services Associate

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:

We are seeking a highly professional Client Services Associate to work with our Business Development, Investor Relations, and Client Services team to support our growing investor base. In this role, you will be one of the primary points of contact for our valued investors after their initial investment commitment. You will be responsible for managing all post-transaction activities, ensuring seamless and prompt communication, and fostering strong relationships with our investor base.


Job Responsibilities:

  • Manage the execution of subscription agreements, capital call notifications, transfer documentation.
  • Facilitate collection and verification of required investor documents.
  • Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing.
  • Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email.
  • Address investor inquiries via email or phone.
  • Address investor concerns and feedback, providing clear explanations in a professional manner.
  • Gather relevant information from internal teams to efficiently resolve investor issues.
  • Track all investor documents and transactions in a secure and organized manner.
  • Participate in investor events and specific meetings to strengthen existing relationships and develop new ones.
  • Proactively communicate information and updates to investors to keep them informed and engaged.
  • Work with team on periodic outreach to understand investor needs and expectations.


Required Qualifications:

  • Bachelor’s Degree preferred
  • 4 years in working experience preferably working in financial services, investment management, investment banking, or other professional setting.
  • Strong sense of ownership and pride in work, firm, and culture.
  • Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software.
  • Positive attitude towards work and team.
  • Exceptional communication skills, both written and verbal.
  • Exceptional focus on client services and interpersonal relationship building.
  • Ability to time manage and think critically about priorities given competing deadlines.
  • Time: Immediate.
  • Location: Tampa, Florida.


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: “Client Services 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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