Star Mountain Capital, LLC
Portfolio Management Vice President / Director
Star Mountain Capital, LLC, Orlando, Florida, us, 32885
Position Description:
Portfolio Company Relationship ManagementCollaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requestsActively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insightsProactively 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 factorsPortfolio Financing and Amendment SupportApply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companiesLead 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 negotiationsBuilding and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity togglesInternal ReportingMaintain 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 statementsProvide 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 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 groupOnsite experience at portfolio or client companiesProven track record in managing legal documentation processes within a private asset management firmExcellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and prioritiesStrong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levelsBoard and governance experience a plusAdvanced 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
#J-18808-Ljbffr
Portfolio Company Relationship ManagementCollaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requestsActively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insightsProactively 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 factorsPortfolio Financing and Amendment SupportApply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companiesLead 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 negotiationsBuilding and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity togglesInternal ReportingMaintain 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 statementsProvide 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 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 groupOnsite experience at portfolio or client companiesProven track record in managing legal documentation processes within a private asset management firmExcellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and prioritiesStrong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levelsBoard and governance experience a plusAdvanced 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
#J-18808-Ljbffr