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Portfolio Reporting Analyst

Star Mountain Capital
Tampa, USA
Junior · 1–3 years experience
Onsite
Discovered 1 weeks ago
excelpower-bisqltableau

Full Job Posting

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
  • 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.

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