Analyst, Business Operations & Intelligence

Star Mountain Capital•Tampa, FL

About The Position

The Business Operations & Intelligence Analyst is a firmwide role supporting Star Mountain’s data infrastructure and operations. The analyst helps keep systems of record accurate, current, and decision-ready as the firm grows. Each analyst has a primary functional focus lane, initially relationship activation/capital formation or deal origination support, while receiving training across the broader platform. The role primarily involves hands-on data management in the firm’s CRM and ERP systems, principally GPEX, including creating, updating, deduplicating, standardizing, and enriching records and resolving synchronization errors. The analyst also manages the firmwide data-request intake process, supports relationship activation, maintains recurring reports and trackers, and takes on data workstreams transitioning from an offshore administrative vendor. Additional work includes scoped data projects and using the firm’s AI tools to automate recurring workflows and train colleagues.

Requirements

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.
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 are encouraged to apply.
Finance fluency sufficient to understand how a private investment firm operates, including funds, investors, deals, and portfolio companies; advanced investment training is not required.
Advanced proficiency with Microsoft Excel.
Working familiarity with CRM/ERP platforms.
Exceptional attention to detail and ability to produce data that leadership can trust without re-checking.
Strong organizational skills and proven ability to manage recurring deliverables, competing priorities, and defined turnaround standards.
Clear written and verbal communication skills, comfort interacting with senior executives, and ability to document processes.
Discretion and sound judgment when handling confidential executive, investor, and portfolio information.
Team-player attitude, positive and solutions-based approach, strong work ethic, and ability to serve as a culture carrier.

Nice To Haves

Python or comparable scripting experience.
Exposure to Power BI or comparable reporting tools.

Responsibilities

Update and maintain data in CRM and ERP systems, principally GPEX, including record creation, updates, deduplication, standardization, enrichment, and synchronization-error resolution.
Execute the firmwide data-request intake protocol, including triage, documented data-pull methods, domain SME review, turnaround standards, and audit trails.
Support relationship activation through relationship-list builds, executive travel and geography optimization, surfacing catch-up points, logging meetings and interactions, maintaining contact-card accuracy, fact-checking tear sheets, and building conference and target lists.
Maintain and produce recurring reports and trackers, including weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data.
Absorb and standardize data workstreams transitioning from the offshore administrative vendor by documenting processes, improving quality standards, and identifying automation opportunities.
Execute scoped data projects, including data-cleaning campaigns, scraping builds, training-data preparation for AI initiatives, and index and comparable-set builds.
Use the firm’s AI tooling, including Claude connectors and skills, with systems of record to automate recurring workflows and train colleagues.
Assist with other aspects of the firm’s business as an aligned partner 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 for job-related designations.
Learning and development opportunities.
Annual discretionary bonus and other economics; total compensation may vary by role, location, department, and individual performance.
Employee ownership and material economic wealth creation opportunity.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume