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