[Remote] Portfolio Monitoring Analyst/Associate
Note: The job is a remote job and is open to candidates in USA. Star Mountain Capital is a rapidly growing private investment firm focused on the lower middle-market. The Portfolio Monitoring Analyst/Associate will conduct financial monitoring and analysis, manage portfolio administration and data management, and support valuation and reporting efforts for assigned portfolio companies.
Responsibilities
ā¢ Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes
ā¢ Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies
ā¢ Upload financial data into portfolio management systems, ensuring data integrity and timely updates
ā¢ Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments
ā¢ Calculate and track key performance indicators (KPIs) including revenue trends, EBITDA margins, liquidity positions, and leverage metrics
ā¢ Maintain accurate and current records in firm data management platforms and CRM systems
ā¢ Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications
ā¢ Coordinate financial reporting schedules with portfolio company CFOs and finance teams
ā¢ Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence
ā¢ Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries
ā¢ Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data
ā¢ Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles
ā¢ Support year-end valuation deep dives with detailed financial analysis and performance commentary
ā¢ Assist with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications
ā¢ Attend board meetings as observer for select portfolio companies, taking detailed notes and tracking action items
ā¢ Support Managing Directors on board-related matters, preparing financial summaries and operational updates
ā¢ Prepare discussion materials for management calls and track follow-up items
ā¢ Document management team and sponsor interactions and maintain relationship notes in CRM
Skills
ā¢ Relevant experience in investment banking, commercial banking, private credit, private equity, public accounting, or corporate finance roles
ā¢ Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling
ā¢ Advanced proficiency in Microsoft Excel, including experience building and maintaining financial models
ā¢ Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously
ā¢ Effective written and verbal communication skills, with ability to synthesize complex financial information
ā¢ Self-starter mentality with ability to work independently while contributing to a collaborative team environment
ā¢ Bachelor's degree in Finance, Accounting, Economics, or related field
ā¢ Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank
ā¢ Familiarity with private credit documentation including credit agreements, covenant calculations, and compliance certificates
ā¢ Prior exposure to portfolio management systems (eFront, Investran, or similar platforms)
ā¢ Progress toward CFA, CPA, or other relevant professional designations
ā¢ Experience in the lower middle-market or with sponsor-backed companies
Benefits
ā¢ 50% coverage on monthly gym memberships
ā¢ A cell phone stipend
ā¢ Tuition support of job-related designations and learning and development opportunities
ā¢ Other bespoke benefits
Company Overview
ā¢ Investing in the Growth Engine of America Ā® ā Star Mountain Capital is a specialized lower middle-market asset management firm. It was founded in 2010, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.starmountaincapital.com.
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Responsibilities
ā¢ Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes
ā¢ Perform covenant compliance calculations and maintain covenant tracking schedules across all assigned portfolio companies
ā¢ Upload financial data into portfolio management systems, ensuring data integrity and timely updates
ā¢ Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments
ā¢ Calculate and track key performance indicators (KPIs) including revenue trends, EBITDA margins, liquidity positions, and leverage metrics
ā¢ Maintain accurate and current records in firm data management platforms and CRM systems
ā¢ Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications
ā¢ Coordinate financial reporting schedules with portfolio company CFOs and finance teams
ā¢ Manage document organization and maintain deal folders with current financial statements, compliance certificates, and correspondence
ā¢ Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries
ā¢ Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data
ā¢ Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles
ā¢ Support year-end valuation deep dives with detailed financial analysis and performance commentary
ā¢ Assist with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications
ā¢ Attend board meetings as observer for select portfolio companies, taking detailed notes and tracking action items
ā¢ Support Managing Directors on board-related matters, preparing financial summaries and operational updates
ā¢ Prepare discussion materials for management calls and track follow-up items
ā¢ Document management team and sponsor interactions and maintain relationship notes in CRM
Skills
ā¢ Relevant experience in investment banking, commercial banking, private credit, private equity, public accounting, or corporate finance roles
ā¢ Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling
ā¢ Advanced proficiency in Microsoft Excel, including experience building and maintaining financial models
ā¢ Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously
ā¢ Effective written and verbal communication skills, with ability to synthesize complex financial information
ā¢ Self-starter mentality with ability to work independently while contributing to a collaborative team environment
ā¢ Bachelor's degree in Finance, Accounting, Economics, or related field
ā¢ Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank
ā¢ Familiarity with private credit documentation including credit agreements, covenant calculations, and compliance certificates
ā¢ Prior exposure to portfolio management systems (eFront, Investran, or similar platforms)
ā¢ Progress toward CFA, CPA, or other relevant professional designations
ā¢ Experience in the lower middle-market or with sponsor-backed companies
Benefits
ā¢ 50% coverage on monthly gym memberships
ā¢ A cell phone stipend
ā¢ Tuition support of job-related designations and learning and development opportunities
ā¢ Other bespoke benefits
Company Overview
ā¢ Investing in the Growth Engine of America Ā® ā Star Mountain Capital is a specialized lower middle-market asset management firm. It was founded in 2010, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://www.starmountaincapital.com.
Apply tot his job
Apply To this Job