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. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM. Star Mountain’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. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) 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. Star Mountain is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full-time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.

Position Description

Portfolio Company Oversight

Assist senior Underwriting and Portfolio Management professionals in managing portfolio company relationships and preparing for board meetings, including direct support on operational reviews, performance improvement initiatives, and management accountability tracking
Review and analyze monthly financials, quarterly covenant compliance certifications, annual audited financial statements from portfolio companies, with a focus on identifying emerging risks, liquidity constraints, and operational inefficiencies
Analyze company-level operating metrics and financials data to disaggregate drivers of under/outperformance relative to budget and prior year, developing actionable insights to support margin improvement, cost optimization, and revenue enhancement initiatives
Support value creation initiatives (i.e., Getting Middle Market Ready, working capital management, and reporting, ), including operational benchmarking, KPI enhancement, and execution tracking across portfolio companies
Provide analytical and operational support during periods of underperformance or disruption, including liquidity stress, covenant pressure, management transitions, or macro-driven volatility (light crisis management)
Assist in evaluating and supporting restructuring, reorganization, and turnaround initiatives, including capital structure optimization, cost rationalization efforts, and strategic realignment analyses.

Internal Reporting

Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO), ensuring data accuracy to support operational decision-making and performance diagnostics
Support valuations processes on portfolio company securities on a quarterly basis, including scenario and downside analyses reflecting operational and restructuring considerations
Prepare quarterly and semi-annual credit and equity reviews on individual portfolio companies, highlighting operational trends, execution risks, and value creation progress
Craft thoughtful responses to investor requests related to portfolio company security details and performance, including explanations of operational initiatives, performance remediation plans, and restructuring outcomes where applicable