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 Overview

Star Mountain Capital is seeking a highly analytical, detail-oriented Portfolio Reporting Analyst to support the firm's portfolio monitoring, financial reporting, and investment data management activities. This individual will play an important role in ensuring the accuracy, consistency, and timeliness of portfolio-level reporting across the firm's investment strategies.

The ideal candidate will possess strong financial and analytical skills, advanced Excel capabilities, and the ability to work with large datasets while maintaining a high degree of accuracy. This position requires collaboration across Portfolio Management, Investments, Finance, Operations, and Investor Relations to support internal decision-making, investor reporting, and ongoing portfolio oversight.

Key Responsibilities

Portfolio Reporting & Analysis

Prepare and maintain recurring monthly, quarterly, and annual portfolio reporting packages.
Track portfolio performance, investment valuations, and relevant portfolio-level KPIs.
Support the preparation of portfolio dashboards, performance summaries, and management presentations.
Identify reporting discrepancies, unusual trends, and potential data integrity issues, escalating findings as appropriate.
Assist with ad hoc reporting and analytical requests from senior management and investment professionals.

Data Management & Reporting Systems

Ensure consistency of portfolio information across reporting systems and deliverables.
Support ongoing improvements to data collection, reporting processes, and system integrations.
Identify opportunities to automate recurring reports and improve reporting efficiency.

Cross-Functional Collaboration

Support Investor Relations with accurate portfolio-level information for investor presentations, reporting, and due diligence requests.
Assist in preparing materials for internal portfolio reviews, investment committee meetings, and senior leadership discussions.
Respond to internal reporting requests while maintaining data accuracy and confidentiality.

Process Improvement & Reporting Efficiency

Identify opportunities to streamline reporting workflows and reduce manual processes.
Develop and enhance reporting templates, dashboards, and analytical tools.