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Portfolio Management Analyst
Star Mountain Capital
Tampa, USA
Full-time
Entry
Onsite
Discovered 1 weeks ago
Free
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Portfolio Company Oversight
- Support the Underwriting and Portfolio Management teams in monitoring portfolio company performance and preparing materials for board meetings, management discussions, and internal reviews.
- Review monthly financial statements, quarterly covenant compliance certificates, and annual audited financial statements to identify performance trends, risks, and key business developments. Proactively share key highlights/takeaways with relevant teams.
- Analyze operating and financial performance against budget and prior periods, helping identify key drivers of results and opportunities for operational improvement.
- Assist with value creation initiatives across portfolio companies, including operational benchmarking, KPI reporting, working capital management, forecasting, and performance tracking.
- Monitor liquidity, cash flow, and borrowing base availability, identifying potential risks and escalating material issues to senior investment professionals.
- Track compliance with investment documentation, including financial covenants, reporting requirements, and key lender obligations.
- Support ongoing monitoring of portfolio companies experiencing operational or financial challenges by gathering data, performing analyses, and assisting with action plans.
- Contribute to special projects involving portfolio company performance improvement, strategic initiatives, and operational analyses.
Internal Reporting
- Maintain portfolio company financial, capital structure, and operating data within firm systems, including S&P Global iLEVEL and Wall Street Office (WSO), ensuring accuracy and consistency.
- Develop and maintain portfolio dashboards and KPI reporting to support investment committee materials, portfolio reviews, and management decision-making.
- Support quarterly valuation processes by updating financial models, industry outlooks, assumptions, and supporting analyses.
- Assist in preparing quarterly and semi-annual portfolio company reviews summarizing financial performance, key risks, industry outlooks, operating trends, and investment updates.
- Respond to internal and investor information requests by preparing analyses and supporting materials related to portfolio company performance and investments.
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