Directs Investment Analyst

Star Mountain Capital

$80K — $95K *
Tampa, FL 33647In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-4 years of relevant experience in Investment Banking, Private Equity, and Private Credit in U.S. companies with $5-$50 million EBITDA
  • Experience executing leveraged finance transactions across industries
  • Strong quantitative aptitude and effective written/verbal communication skills
  • Ability to take responsibility for transaction execution and asset management outcomes
  • High attention to detail and proficiency in Microsoft Office, especially Excel and PowerPoint
  • Positive team player with strong interpersonal skills
  • Willingness to travel for due diligence and portfolio management
  • Experience in training and mentoring junior staff

Responsibilities

  • Support analysis and execution of flexible capital investment solutions including private credit and structured equity
  • Compile investment committee memos and presentations, create financial models
  • Contribute to transaction analysis and assist in drafting term sheets
  • Monitor and enhance portfolio company financial and KPI reporting
  • Drive data-driven insights for value creation initiatives
  • Assist in building the private investment business as a collaborative partner
  • Help recruit, train, and develop junior team members

Benefits

  • Comprehensive medical, dental, and vision benefits
  • 50% coverage on gym membership fees
  • Cell phone stipend
  • Tuition support for job-related education
  • Learning and development opportunities
  • Evolving benefits tailored to employee needs
  • 100% employee ownership model enhancing economic wealth creation
Full Job Description
Position Description:
  • Support the analysis and execution of flexible capital solution investments including private credit, structured equity and select control buyouts in predominantly U.S. based businesses that have between $5 and $50 million in EBITDA.
  • You will compile investment committee memos/presentations, create financial models, contribute to transaction analysis and assist with the drafting of term sheets and legal documentation.
  • On-going monitoring of portfolio companies including enhancing financial and KPI reporting to drive data-driven insights and progress towards outlined value creation initiatives
  • Add value to other aspects of Star Mountain's overall business as an aligned partner assisting in building a leading private investment business
  • Assist with junior team recruiting, training and development

Qualifications:
  • 1-4 years of relevant experience in Investment Banking, Private Equity and Private Credit experience investing to U.S. companies with between $5 to $50 million of EBITDA
  • Demonstrated breadth of experience in executing leveraged finance transactions across industries
  • Strong quantitative aptitude as well as communication skills, both written and verbal
  • Proven ability to take on material responsibility and accountability for transaction execution, asset management and outcomes
  • High attention to detail and proficiency with Microsoft product suite (e.g.; PowerPoint, Excel)
  • Team player with a positive attitude and great people skills.
  • Willingness to travel nationwide as needed for new investment due diligence, portfolio company board meetings and investor relations initiatives / events
  • Experience training and developing junior talent
  • Strong culture carrier with a great attitude.
  • Timing: Immediate.
  • Location: In-person, based in Tampa, Florida.


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 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.

Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to [redacted] with the subject line: "Client Services Associate - Tampa, Florida - [Your Name]".

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