Portfolio Management Vice President

20 hours ago


Orlando, United States Star Mountain Capital, LLC Full time
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

Timing: Immediate

Location: Based in Tampa, FL

Compensation: Base, bonus, and equity package within a heavily aligned organizational culture

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