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.

The Portfolio Operations Engineer is deployed directly to portfolio companies to drive operational improvement, workflow efficiency, and AI-enabled modernization. This role is externally focused - embedded with the management teams of SMC's lower middle market portfolio companies to diagnose how they run, identify where AI and automation create value, and build and implement the solutions.

The role requires someone who can earn trust quickly with company leadership, think rigorously about operations, and deliver working technical solutions. Each engagement will involve analyzing existing company workflows, authoring product requirements documents, iterating with executive teams, and coordinating with SMC's internal infrastructure and technology resources to build and deploy improvements. The portfolio company scope spans SMC's lower middle market portfolio, with companies typically generating $10M–$150M in revenue across a range of industries.

Deploy to portfolio companies to conduct structured workflow analysis — mapping operations, identifying manual processes, and surfacing high-value opportunities for AI automation and efficiency improvement

Author clear, actionable product requirements documents (PRDs) that translate operational findings into scoped technical projects, reviewed and iterated with portfolio company executive teams

Design and implement AI-powered tools, workflow automations, and operational systems directly within portfolio companies — moving from diagnosis to working solution within each engagement

Partner with SMC's internal engineering, technology, and enterprise teams to leverage shared infrastructure, AI tooling, and best practices across the portfolio

Drive measurable value creation outcomes: cost reduction, throughput improvement, reporting accuracy, and AI future-proofing of portfolio company operations ahead of exit

Build internal knowledge and playbooks from each engagement — documenting what works, enabling pattern replication across the portfolio, and continuously raising the standard of SMC's operational value creation capabilities

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