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

The Business Operations & Intelligence Analyst is a firmwide role at the center of Star Mountain's data infrastructure. The role supports the entire firm in its data operations work — keeping the systems of record accurate, current, and decision-ready as the firm scales toward $10 billion+ in assets under management. Each analyst carries a primary functional focus lane (initial lanes: relationship activation / capital formation; deal origination support) while being trained across the full platform.

Primary responsibility is hands-on updating of data in the firm's CRM and ERP systems — principally GPEX— with the goal of keeping data up to date, accurate, and real-time: record creation, updating, deduplication, standardization, enrichment, and synchronization-error resolution

Execute the firmwide data-request intake protocol: triage-reviewed requests, documented pull methods, domain SME review, defined turnaround standards, and full audit trail on every response

Support relationship activation across the firm: MD relationship-list builds, executive travel and geography optimization against LP and deal-flow data, catch-up point surfacing, meeting and interaction logging, contact-card accuracy, tear-sheet fact checking, and conference and target-list data builds

Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data

Absorb and industrialize data workstreams transitioning from the firm's offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities

Execute scoped data projects: data-cleaning campaigns, scraping builds, training-data preparation for the firm's AI initiatives, and index and comparable-set builds

Operate as a technology enabler: trained on the firm's AI tooling (Claude connectors and skills) against the systems of record, automating recurring workflows and training colleagues in turn

Add value to other aspects of Star Mountain's overall business as an aligned partner assisting in building a leading private investment business

Qualifications

Technical data background required: degree or demonstrated proficiency in data science, data analytics, information systems, or a comparable quantitative field — with working command of SQL and structured data manipulation; Python or comparable scripting a strong plus