Analyst/Associate, Fund Finance & Financial Analytics

Star Mountain Capital - Tampa, FL

Hiring: Analyst/Associate, Fund Finance & Financial Analytics Company: Star Mountain Capital Location: Tampa, FL Job Posted Time: 2026-09-10 11:37:56 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel About the job Experience: •3 to 5 years of relevant experience in private credit, private equity, fund finance, investment banking, leveraged finance, structured finance, corporate finance, valuation, or a related financial role. Title level will be adjusted based on experience. •30 years of investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch. •5 years of relevant experience in private credit, private equity, fund finance, investment banking, leveraged finance, structured finance, corporate finance, valuation, or a related financial role. Title level will be adjusted based on experience. Required Skills: •Actively facilitate and support ongoing management of fund-level financing facilities, including subscription credit facilities, NAV facilities, warehouse lines, and other financing arrangements. •Build and maintain models to forecast fund liquidity, borrowing needs, investment funding requirements, repayments, capital calls, distributions, interest expense, and other sources and uses of cash. •Monitor borrowing availability across fund financing facilities and prepare borrowing base calculations, utilization analyses, and related lender reporting. •Track and evaluate compliance with financial covenants, borrowing base requirements, concentration limits, advance rates, asset eligibility criteria, minimum liquidity requirements, and other terms contained in financing agreements. •Maintain detailed models of fund leverage, including outstanding borrowings, available capacity, interest expense, facility pricing, maturity dates, amortization requirements, and other key terms. •Prepare analyses to support borrowing and repayment decisions, including evaluating the relative economics of utilizing financing facilities versus calling investor capital. •Develop and maintain cash flow and liquidity forecasts at the fund and vehicle level, incorporating expected portfolio investment activity, scheduled and anticipated repayments, interest collections, fees, fund expenses, investor capital activity, and debt service. •Conduct scenario and sensitivity analyses to assess liquidity and leverage under different deployment, repayment, interest rate, portfolio performance, and fundraising assumptions. Qualifications: •Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, Data Science, or a related quantitative field. •Strong financial modeling skills, including advanced proficiency in Excel and experience building and maintaining complex financial models. •In-depth knowledge of cash flow forecasting, debt structures, interest calculations, financial statements, and credit analysis. •Demonstrated capacity to interpret credit agreements and other financing documentation, including financial covenants, borrowing base mechanics, collateral requirements, and reporting obligations. •Strong analytical ability with exceptional attention to detail and data accuracy. •Demonstrated capacity to evaluate complex financial information and communicate key conclusions clearly to senior stakeholders. •Proven ability to manage multiple priorities, recurring deliverables, and transaction-related workstreams in a fast-paced environment. •Strong written and verbal communication skills, with the ability to work effectively across Finance, Investment, Operations, Legal, Investor Relations, and external counterparties. •High degree of professionalism, discretion, ownership, and integrity. •Direct experience with subscription credit facilities, NAV facilities, warehouse facilities, or other forms of fund-level leverage. Compensation: •Employees are eligible for an annual discretionary bonus and other economics Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!