Analyst, Business Operations and Intelligence

Star Mountain Capital • Tampa, FL

14h • Onsite

About The Position

The Business Operations & Intelligence Analyst is a firmwide role at the center of Star Mountain's data infrastructure. The role supports the entire firm in its data operations work — keeping the systems of record accurate, current, and decision-ready as the firm scales toward $10 billion+ in assets under management. Each analyst carries a primary functional focus lane (initial lanes: relationship activation / capital formation; deal origination support) while being trained across the full platform.

Requirements

• Technical data background required: degree or demonstrated proficiency in data science, data analytics, information systems, or a comparable quantitative field — with working command of SQL and structured data manipulation; Python or comparable scripting a strong plus
• 1–3 years of full-time relevant experience in data operations, business analytics, CRM/ERP administration, or financial services operations, or an equivalent internship track; recent graduates with strong technical data credentials encouraged to apply
• Finance fluency sufficient to see the connections: understanding of how a private investment firm operates — funds, investors, deals, portfolio companies — without requiring advanced investment training
• Advanced proficiency with Microsoft Excel; working familiarity with CRM / ERP platforms; exposure to Power BI or comparable reporting tools a plus
• Exceptional attention to detail — the role's core product is data the firm's leadership can trust without re-checking
• Strong organizational skills with proven ability to manage recurring deliverables, competing priorities, and defined turnaround standards
• Clear written and verbal communication; comfort interacting with senior executives and documenting processes
• Discretion and sound judgment handling confidential executive, investor, and portfolio information
• Team player with a positive, solutions-based attitude and a strong work ethic; strong culture carrier

Responsibilities

• Primary responsibility is hands-on updating of data in the firm's CRM and ERP systems — principally GPEX— with the goal of keeping data up to date, accurate, and real-time: record creation, updating, deduplication, standardization, enrichment, and synchronization-error resolution
• Execute the firmwide data-request intake protocol: triage-reviewed requests, documented pull methods, domain SME review, defined turnaround standards, and full audit trail on every response
• Support relationship activation across the firm: MD relationship-list builds, executive travel and geography optimization against LP and deal-flow data, catch-up point surfacing, meeting and interaction logging, contact-card accuracy, tear-sheet fact checking, and conference and target-list data builds
• Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data
• Absorb and industrialize data workstreams transitioning from the firm's offshore administrative vendor — documenting each process, tightening quality standards, and identifying automation opportunities
• Execute scoped data projects: data-cleaning campaigns, scraping builds, training-data preparation for the firm's AI initiatives, and index and comparable-set builds
• Operate as a technology enabler: trained on the firm's AI tooling (Claude connectors and skills) against the systems of record, automating recurring workflows and training colleagues in turn
• Add value to other aspects of Star Mountain's overall business as an aligned partner assisting in building a leading private investment business

Benefits

• Highly competitive medical, dental, and vision package
• 50% coverage on monthly gym memberships
• Cell phone stipend
• Tuition support of job-related designations
• Learning and development opportunities
• Other bespoke benefits
• 100% employee ownership providing for material economic wealth creation opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree