Star Mountain Capital
Portfolio Management Analyst
Tampa, FL +1 · Full-time · Posted Jul 20, 2026
- Location
- Tampa, FL
Tampa, Florida, United States - Experience
- 1–3 years of relevant experience in private equity, private credit, investment banking, corporate banking, valuation, consulting, accounting, or another finance-related role.
- Education
- Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
About the job
Supports portfolio company monitoring, financial analysis, reporting, valuation, and financing work across the investment lifecycle.
What you'll do
- Review portfolio company financials, covenant compliance, liquidity, and operating performance; identify trends and escalate material risks.
- Maintain portfolio data, dashboards, KPI reporting, and analyses for reviews, valuations, and internal or investor requests.
- Build financial models and support financing, due diligence, portfolio monitoring, and performance-improvement initiatives.
What they ask for
- Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
- Strong financial modeling and analytical skills, including Microsoft Excel proficiency and experience building or maintaining financial models.
- Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment.
- Strong written, verbal, and interpersonal communication skills.
Nice to have
- Experience with portfolio monitoring systems such as S&P Global iLEVEL or Wall Street Office, and data visualization tools such as Power BI or Tableau.
- Interest in applying AI to financial, industry, and investment analysis.
Tools
Microsoft Excel, S&P Global iLEVEL, Wall Street Office (WSO), Power BI, Tableau
AI focus
Interest in applying AI to financial, industry, and investment analysis.
Model-written summary · the original posting is authoritative