Star Mountain Capital, LLC
Portfolio Management Vice President / Director
Position Description: Portfolio Company Relationship Management - Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests
- Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights
- 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 Portfolio Financing and Amendment Support
- Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies
- 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
- Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles Internal Reporting
- Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
- Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements
- 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 companiesRequired 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
- Onsite experience at portfolio or client companies
- Proven track record in managing legal documentation processes within a private asset management firm
- Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities
- Strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels
- Board and governance experience a plus
- Advanced proficiency in Microsoft Excel and other financial modeling toolsTiming: ImmediateLocation: Based in Tampa, FLCompensation: Base, bonus, and equity package within a heavily aligned organizational culture
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