Star Mountain Capital
Portfolio Reporting Analyst
Tampa, FL +1 · Full-time · Posted Oct 14, 2026
- Location
- Tampa, FL
Tampa, Florida, United States - Experience
- 1–3 years of relevant experience in financial reporting, portfolio analytics, investment operations, accounting, or financial analysis.
- Education
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
About the job
Supports portfolio monitoring, financial reporting, and investment data management across the firm’s investment strategies.
What you'll do
- Prepare recurring portfolio reporting packages and track performance, valuations, and portfolio-level KPIs.
- Maintain consistent portfolio information across reporting systems; improve data quality, reporting workflows, and automation.
- Provide accurate portfolio information and analytical materials for investor reporting, internal reviews, and management decisions.
What they ask for
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
- Advanced Microsoft Excel skills, including pivot tables, complex formulas, lookups, and financial data analysis.
- Experience leveraging AI tools, including Claude or similar platforms, to automate workflows, streamline financial reporting, enhance data analysis, and improve operational efficiency.
- Strong understanding of financial statements, financial metrics, and accounting fundamentals.
Nice to have
- Experience in private credit, private equity, asset management, investment banking, or financial services.
- Experience with Power BI, Tableau, SQL, or other data visualization and analytical tools.
Tools
Microsoft Excel, Claude, Power BI, Tableau, SQL
AI focus
Use AI tools such as Claude to automate workflows, streamline financial reporting, enhance data analysis, and improve operational efficiency.
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