Analyst/Associate, Fund Finance & Financial Analytics

Star Mountain Capital•Tampa, FL

About The Position

Star Mountain Capital is a specialized private investment firm focused on the U.S. lower middle market, with complementary private credit, private equity, and secondary fund investing strategies. The firm has approximately $4.5 billion in assets under management and is employee-owned. Its culture emphasizes long-term alignment, teamwork, a strong work ethic, and career development. The Analyst/Associate will support fund finance, liquidity management, and financial analytics across the firm’s private credit strategies. The role has significant responsibility for monitoring and managing fund-level financing facilities, including subscription lines, NAV facilities, warehouse facilities, and other forms of fund leverage. The position works with Finance, Investment, Operations, Legal, and Investor Relations teams, as well as external lenders and service providers. The title level will be adjusted based on experience. The position requires strong financial modeling and analytical skills and an understanding of private fund structures, credit agreements, borrowing base mechanics, liquidity management, and portfolio-level cash flows. Compensation is determined based on qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics; total compensation may vary by role, location, department, and individual performance. The firm is 100% employee-owned, offering material economic wealth-creation opportunity.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field.
3 to 5 years of relevant experience in private credit, private equity, fund finance, 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.
Ability to interpret credit agreements and other financing documentation, including financial covenants, borrowing base mechanics, collateral requirements, and reporting obligations.
Strong analytical ability with exceptional attention to detail and data accuracy.
Ability to evaluate complex financial information and communicate key conclusions clearly 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 with external counterparties.
High degree of professionalism, discretion, ownership, and integrity.

Nice To Haves

Experience within private credit, direct lending, private equity, alternative asset management, or fund finance.
Direct experience with subscription credit facilities, NAV facilities, warehouse facilities, or other forms of fund-level leverage.
Familiarity with borrowing base calculations, advance rates, eligibility criteria, concentration limits, financial covenants, and compliance reporting.
Familiarity with private fund structures, capital calls, distributions, management fees, fund expenses, and investor capital accounts.

Responsibilities

Support ongoing management of fund-level financing facilities, including subscription credit facilities, NAV facilities, warehouse lines, and other financing arrangements.
Build and maintain models to forecast fund liquidity, borrowing needs, investment funding requirements, repayments, capital calls, distributions, interest expense, and other cash sources and uses.
Monitor borrowing availability and prepare borrowing base calculations, utilization analyses, and related lender reporting.
Track and evaluate compliance with financial covenants, borrowing base requirements, concentration limits, advance rates, asset eligibility criteria, minimum liquidity requirements, and other financing agreement terms.
Maintain detailed fund-leverage models covering outstanding borrowings, available capacity, interest expense, facility pricing, maturity dates, amortization requirements, and other key terms.
Prepare analyses to support borrowing and repayment decisions, including comparing the economics of financing facilities with investor capital calls.
Develop and maintain fund- and vehicle-level cash flow and liquidity forecasts incorporating investment activity, repayments, interest collections, fees, fund expenses, investor capital activity, and debt service.
Conduct scenario and sensitivity analyses to assess liquidity and leverage under varying deployment, repayment, interest rate, portfolio performance, and fundraising assumptions.
Support fundraising and investor relations by preparing analyses related to fund leverage, liquidity, portfolio performance, and fund-level financing.
Partner with Operations, Finance, and Technology teams to improve data infrastructure, automate recurring reporting, and enhance real-time monitoring of fund liquidity and leverage.
Support ad hoc analyses related to fund performance, portfolio valuations, financing strategy, capital structure, investment activity, and other strategic initiatives.