Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 11 days ago

Portfolio Reporting Analyst

Star Mountain Capital12 open roles

Where
Tampa, FL
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio Reporting AnalystStar Mountain Capital · Tampa, FL

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Star Mountain Capital's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Star Mountain Capital postings stay open a median of 44 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 11 days ago

Star Mountain Capital median: 44 days open

The posting

Firm Overview

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM. Star Mountain’s track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals. Star Mountain values team players with positive, solutions-based attitudes complemented by a strong work ethic and is heavily committed to long-term training and career development. Star Mountain is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full-time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch.

Position Overview

Star Mountain Capital is seeking a highly analytical, detail-oriented Portfolio Reporting Analyst to support the firm's portfolio monitoring, financial reporting, and investment data management activities. This individual will play an important role in ensuring the accuracy, consistency, and timeliness of portfolio-level reporting across the firm's investment strategies.

The ideal candidate will possess strong financial and analytical skills, advanced Excel capabilities, and the ability to work with large datasets while maintaining a high degree of accuracy. This position requires collaboration across Portfolio Management, Investments, Finance, Operations, and Investor Relations to support internal decision-making, investor reporting, and ongoing portfolio oversight.

Key Responsibilities

Portfolio Reporting & Analysis

  • Prepare and maintain recurring monthly, quarterly, and annual portfolio reporting packages.
  • Track portfolio performance, investment valuations, and relevant portfolio-level KPIs.
  • Support the preparation of portfolio dashboards, performance summaries, and management presentations.
  • Identify reporting discrepancies, unusual trends, and potential data integrity issues, escalating findings as appropriate.
  • Assist with ad hoc reporting and analytical requests from senior management and investment professionals.

Data Management & Reporting Systems

  • Ensure consistency of portfolio information across reporting systems and deliverables.
  • Support ongoing improvements to data collection, reporting processes, and system integrations.
  • Identify opportunities to automate recurring reports and improve reporting efficiency.

Cross-Functional Collaboration

  • Support Investor Relations with accurate portfolio-level information for investor presentations, reporting, and due diligence requests.
  • Assist in preparing materials for internal portfolio reviews, investment committee meetings, and senior leadership discussions.
  • Respond to internal reporting requests while maintaining data accuracy and confidentiality.

Process Improvement & Reporting Efficiency

  • Identify opportunities to streamline reporting workflows and reduce manual processes.
  • Develop and enhance reporting templates, dashboards, and analytical tools.
  • Assist in implementing standardized reporting procedures and data quality controls.
  • Leverage technology, automation, and analytical tools to improve the scalability and effectiveness of portfolio reporting.

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
  • 1–3 years of relevant experience in financial reporting, portfolio analytics, investment operations, accounting, or financial analysis.
  • Advanced Microsoft Excel skills, including pivot tables, complex formulas, lookups, and financial data analysis.
  • Experience leveraging AI tools, including Claude or similar platforms, to automate workflows, streamline financial reporting, enhance data analysis, and improve operational efficiency.
  • Strong understanding of financial statements, financial metrics, and accounting fundamentals.
  • Exceptional attention to detail and ability to identify inconsistencies across financial datasets.
  • Strong organizational and time-management skills, with the ability to manage multiple reporting deadlines.
  • Excellent written and verbal communication skills.
  • Ability to work independently while collaborating effectively across multiple departments.

Preferred Qualifications

  • Experience within private credit, private equity, asset management, investment banking, or financial services.
  • Understanding of private investment performance metrics, including IRR, MOIC, NAV, and investment-level returns.
  • Experience with Power BI, Tableau, SQL, or other data visualization and analytical tools.
  • Exposure to debt investments, credit agreements, and portfolio company financial reporting.
  • Experience improving or automating financial reporting processes.

Compensation

The exact salary will be determined based on the candidate's 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 providing for material economic wealth creation opportunity.

Benefits

Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees’ needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits.

Interview Process

Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you’ve applied for or other potential opportunities, we will reach out to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications.

Investing in the Growth Engine of America ®

www.StarMountainCapital.com

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Star Mountain Capital's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Star Mountain Capital's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Star Mountain Capital's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.