Vice President, Portfolio Management
Firm OverviewStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Star Mountain employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary private credit and private equity fund investing, all focused within the U.S. LMM. Star Mountain’s track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. Star Mountain has ~$4.5 billion in assets under management (committed capital including debt facilities as of 10/31/25) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals. Star Mountain values team players with positive, solutions-based attitudes complemented by a strong work ethic and is heavily committed to long-term training and career development. Star Mountain is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of 120+ full-time people and 40+ Senior Advisors / Operating Partners. The senior team has an average of 30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan, Alvarez & Marsal, and Merrill Lynch.Position DescriptionPortfolio Company Relationship ManagementCollaborate 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 initiativesActively 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 underperformanceProactively 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 scalabilityServe 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 sponsorsPartner with portfolio company leadership, sponsors, and advisors to evaluate and execute restructuring, reorganization, or turnaround strategies when warrantedPortfolio Financing and Amendment SupportApply 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 plansLead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment CommitteeManage 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 stakeholdersBuilding 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-makingOversee liquidity planning, covenant management, and capital structure optimization initiatives during periods of stress or strategic transitionInternal ReportingMaintain 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 insightsOversee 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 progressProvide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation teamContribute 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 dashboardsRequired Qualifications6+ 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 situationsOnsite 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 plusExcellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities, particularly in complex or time-sensitive situationsHigh EQ and strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levelsBoard and governance experience a plus, as well as prior experience engaging with the C-SuiteAdvanced proficiency in Microsoft Excel and other financial modeling tools, as well as PowerPoint presentation skillsLocation: On-site in New York, NY or Tampa, FLTiming: ImmediateCompensationThe 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.BenefitsStar 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.Interview ProcessThank 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