Star Mountain Capital
Senior Associate, Portfolio Management
Tampa, Florida +1 · Senior · Full-time · Posted Dec 8, 2025
- Location
- Tampa, Florida
Tampa, Florida, United States - Experience
- 5+ years of investment-related (private equity, private credit), corporate banking, or other finance-related experience, including investment banking, accounting, audit, or consulting.
About the job
Supports portfolio company oversight, performance improvement, valuation, reporting, and financing or restructuring work for a private investment firm focused on the U.S. lower middle market.
What you'll do
- Analyze portfolio company financials, operating metrics, risks, and performance to identify improvement opportunities and support management oversight.
- Prepare portfolio reviews, valuations, investor responses, and scenario-based financial models.
- Support financing amendments, workouts, restructuring efforts, and coordination with internal and external stakeholders.
What they ask for
- 5+ years of investment-related, corporate banking, or other finance-related experience.
- Advanced Microsoft Excel skills and ability to build three-statement LBO models, including scenario modeling, sensitivity analysis, and operational KPIs.
- Strong organizational skills and a proactive, detail-oriented approach.
- Strong verbal, written, and interpersonal communication skills.
Nice to have
- Exposure to portfolio monitoring, operational analysis, restructurings, or performance improvement initiatives.
Tools
Microsoft Excel, S&P Global iLEVEL, WSO
Model-written summary · the original posting is authoritative