Portfolio Management Vice President

2 weeks ago

tampa, United States Star Mountain Capital Full time

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 VP/Director


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


Investing in the Growth Engine of America ® www.StarMountainCapital.com

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