Analyst/Associate, Financial Analytics

Star Mountain Capital • Tampa, FL

8h

About The Position

Star Mountain is a specialized private investment firm focused on the U.S. lower middle market, with strategies in private credit, private equity, and secondary fund investing. The firm is employee-owned and emphasizes team culture, long-term alignment, training, and career development.

The Analyst/Associate will support financial analytics across the firm's private credit, private equity, and secondaries strategies. The role involves monitoring and managing fund financial models, recommending fund strategies, and modeling structured products and customized investment solutions for key investors. The individual will work closely with the Finance, Investment, Operations, Legal, and Investor Relations teams. The ideal candidate brings strong financial modeling and analytical skills, together with an understanding of private fund structures and private credit and private equity valuation.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.
• 2 to 5 years of relevant experience in private credit, private equity, investment banking, leveraged finance, structured finance, corporate finance, valuation, or a related financial role.
• Strong financial modeling skills, including advanced proficiency in Excel and experience building and maintaining complex financial models.
• Strong understanding of cash flow forecasting, debt structures, interest calculations, financial statements, and credit analysis.
• Strong analytical ability, exceptional attention to detail, and data accuracy.
• Ability to evaluate complex financial information and clearly communicate key conclusions to senior stakeholders.
• Ability to manage multiple priorities, recurring deliverables, and transaction-related workstreams in a fast-paced environment.
• Strong written and verbal communication skills and ability to work effectively across Finance, Investment, Operations, Legal, Investor Relations, and external counterparties.
• High degree of professionalism, discretion, ownership, and integrity.

Nice To Haves

• Experience with fund modeling at another investment fund or at an investment bank.
• Experience within private credit, private equity, or alternative asset management.
• Familiarity with private fund structures, fund modeling, and valuation of debt and equity securities.

Responsibilities

• Build and maintain fund financial models reflecting market conditions, deal structures, and fund strategies.
• Monitor and analyze portfolio performance metrics and key financial indicators to identify trends and risks.
• Support strategic fundraising initiatives, including securitized products and customized investor structures.
• Develop and automate reporting tools to improve transparency and decision-making across funds.
• Support preparation of investor presentations and internal reports with data-driven analysis.
• Conduct scenario and sensitivity analyses to evaluate potential impacts of market changes or investment decisions.
• Ensure data integrity and consistency across multiple sources and systems.

Benefits

• Highly competitive medical, dental, and vision package.
• 50% coverage on monthly gym memberships.
• Cell phone stipend.
• Tuition support for job-related designations.
• Learning and development opportunities.
• Other bespoke benefits.
• Annual discretionary bonus and other economics.
• Employee ownership with material economic wealth-creation opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level