Position Description:Portfolio Company Relationship Management
- Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests, with an emphasis on driving operational performance, strategic alignment, and value creation initiatives
- Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights, support operational decision-making, and guide management through periods of change or underperformance
- Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors, including initiatives focused on margin improvement, cost rationalization, and operational scalability
- Serve as a key point of contact during periods of operational disruption or financial stress, providing analytical leadership and light crisis management support to management teams and sponsors
- Partner with portfolio company leadership, sponsors, and advisors to evaluate and execute restructuring, reorganization, or turnaround strategies when warranted
Portfolio Financing and Amendment Support
- Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies, including development and execution of performance improvement and stabilization plans
- Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee
- Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations, coordinating closely with legal counsel, restructuring advisors, and external stakeholders
- Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles, incorporating downside, stress-case, and restructuring scenarios to support decision-making
- Oversee liquidity planning, covenant management, and capital structure optimization initiatives during periods of stress or strategic transition
Internal Reporting
- Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO), ensuring data integrity to support portfolio-level operational insights
- Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements, with a focus on operational performance, execution risk, and value creation progress
- Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team
- Contribute to the development of a best-in-class portfolio management platform, fully integrating key systems and empowering the development of insights into the portfolio companies, including enhanced KPI frameworks, early-warning indicators, and performance dashboards
Required Qualifications:- 6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group, with demonstrated experience supporting operational improvement, restructurings, or turnaround situations
- Onsite experience at portfolio companies, prior interaction with other lenders and PortCo vendors.
- Proven track record in managing legal documentation processes within a private asset management firm, including amendments, waivers, and restructuring-related documentation a plus
- Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities, particularly in complex or time-sensitive situations
- High EQ and strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels
- Board and governance experience a plus, as well as prior experience engaging with the C-Suite
- Advanced proficiency in Microsoft Excel and other financial modeling tools, as well as PowerPoint presentation skills
- Location: New York, NY or Tampa, FL
- Timing: Immediate
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 including carried interest in Star Mountain funds. Total compensation may vary by role, location, department, and individual performance. Star Mountain 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.
Please submit resume through LinkedIn. If we require any additional information, we will reach out directly.
Note: Detailed award eligibility requirements for Crain's can be found here and for Pensions & Investments here.
Investing in the Growth Engine of America ®
www.StarMountainCapital.com
