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 Financial Systems Engineer will sit at the intersection of financial operations, fund finance, and applied AI engineering. The role embeds directly with the CFO and finance leadership to convert the firm’s core financial workflows into AI-engineered automations and scalable financial products - working across fund operations, reporting, and infrastructure as the firm scales toward $10 billion+ in assets under management.

This is a hands-on, high-impact position that requires both engineering depth and financial services fluency. The Financial Systems Engineer will be expected to understand how a private investment firm runs - funds, investors, deals, portfolio companies - and to translate that understanding into working technical solutions. The role operates at the senior end of the finance function and collaborates closely with enterprise, technology, and internal engineering teams.

Analyze fund management and finance operations workflows end-to-end to identify and prioritize high-value opportunities for AI-driven automation and process redesign
Partner with the CFO and finance unit to architect and build the firm’s financial technology infrastructure — automated reporting pipelines, fund data systems, and AI-assisted financial tooling
Design, prototype, and deploy AI-engineered automations and financial products; translate finance requirements into technical specifications and engineering outputs into finance-ready solutions
Collaborate with internal enterprise, technology, and engineering teams to integrate financial tooling into the firm’s broader technology stack and data architecture
Operate as the bridge between finance stakeholders and engineering execution — presenting solutions clearly to non-technical leadership and documenting decisions for team-wide adoption
Establish repeatable frameworks for evaluating, implementing, and maintaining financial automations; document workflows, system architecture, and AI tooling decisions
Add value to other aspects of Star Mountain’s overall business as an aligned partner assisting in building a leading private investment business, including designing and building integrated systems across the platform, from fund operations and investor reporting to deal, portfolio, and data workflows, so that tools, data, and processes connect seamlessly and scale with the firm’s growth