Star Mountain Capital · 1 week ago
VP/Director, Financial Analytics
United States
Full-time
Remote
Mid, Senior Level
7+ years expStar Mountain Capital is a rapidly growing, specialized private investment firm focused on the lower middle-market. The VP/Director of Financial Analytics will maintain financial models, oversee private credit funds, and partner with various teams to align on capital planning and investor expectations.
Asset ManagementFinancial Services
Responsibilities
Maintain and enhance financial models to reflect evolving market conditions, deal structures, and fund strategies, ensuring accuracy and relevance for ongoing decision-making
Provide and manage detailed oversight and analysis of private credit funds, including closed-end, evergreen, and secondary strategies, monitoring capital inflows, deployment pacing, and liquidity dynamics, with a deep understanding of complex fund, capital, and investment structures
Evaluate the impact of complex fund structures (e.g., multiple share classes, leverage facilities, recycling provisions, co-investment and secondary structures) on investor outcomes and fund operations
Partner with investment, portfolio management, investor relations, and finance teams to ensure alignment on capital planning, deployment strategies, and investor expectations
Develop, improve, and automate reporting dashboards and analytics tools to enhance transparency, efficiency, and real-time insights across funds and portfolios
Prepare data-driven materials for investor presentations, fundraising efforts, internal meetings, and management updates
Manage multiple concurrent projects and analytical initiatives, including building and maintaining clear workstreams, timelines, and deliverables across stakeholders
Support project management, documentation, and reporting workflows using tools such as Notion or similar project and knowledge management systems
Conduct scenario, sensitivity, and stress-testing analyses to evaluate the impact of market shifts, operational changes, and investment decisions
Ensure data integrity and consistency across multiple systems, data sources, and reporting environments; partner with operations and technology teams to resolve discrepancies
Support ad-hoc analyses related to fund performance, valuation methodologies, market trends, and investment strategy
Qualification
Required
Bachelor's degree in finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field
7+ years of experience in private equity, investment banking, corporate finance, valuation, consulting, or a financial analytics role (title level adjusted based on experience)
Strong financial modeling skills, including proficiency with Excel and experience building and maintaining complex models
Management, mentoring, and coaching junior team members to support performance excellence, professional development, and succession planning
Familiarity with valuation methodologies (DCF, market comps, precedent transactions, option-pricing methods, etc.)
Experience with data analysis and visualization tools (e.g., Power BI, Tableau, Alteryx) and/or programming skills in Python, SQL, or R preferred
Exceptional analytical ability with strong attention to detail and data accuracy
Ability to distill large data sets into clear insights and communicate them effectively to senior stakeholders
Proven ability to manage multiple priorities and deadlines in a fast-paced environment
Strong written and verbal communication skills, with the ability to collaborate across investment, operations, and technology teams
High degree of professionalism, discretion, and integrity
Preferred
Experience in private credit, private equity, or alternative investments
Familiarity with fund reporting, performance analytics, and portfolio monitoring systems
Prior exposure to valuation audits or working with third-party valuation firms
Benefits
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
Company
Star Mountain Capital
Investing in the Growth Engine of America ® – Star Mountain Capital is a specialized lower middle-market asset management firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Hickey
Founder & CEO
Bruce Eatroff
Managing Director
Recent News
Business Wire
2026-01-07
Morningstar.com
2025-12-04
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