Analyst, Business Operations & Intelligence

Firm Overview

Star 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 and Merrill Lynch.

Position Description The Business Operations & Intelligence Analyst is a firmwide role at the center of Star Mountain's data infrastructure. The role supports the entire firm in its data operations work - keeping the systems of record accurate, current, and decision-ready as the firm scales toward $10 billion+ in assets under management. Each analyst carries a primary functional focus lane (initial lanes: relationship activation / capital formation; deal origination support) while being trained across the full platform.

Primary responsibility is hands-on updating of data in the firm's CRM and ERP systems - principally GPEX- with the goal of keeping data up to date, accurate, and real-time: record creation, updating, deduplication, standardization, enrichment, and synchronization-error resolution

Execute the firmwide data-request intake protocol: triage-reviewed requests, documented pull methods, domain SME review, defined turnaround standards, and full audit trail on every response

Support relationship activation across the firm: MD relationship-list builds, executive travel and geography optimization against LP and deal-flow data, catch-up point surfacing, meeting and interaction logging, contact-card accuracy, tear-sheet fact checking, and conference and target-list data builds

Maintain and produce recurring firm reports and trackers: weekly activity and pipeline reports, KPI dashboards, invoice trackers, portfolio reporting inputs, and executive rundown data

Absorb and industrialize data workstreams transitioning from the firm's offshore administrative vendor - documenting each process, tightening quality standards, and identifying automation opportunities

Execute scoped data projects: data-cleaning campaigns, scraping builds, training-data preparation for the firm's AI initiatives, and index and comparable-set builds

Operate as a technology enabler: trained on the firm's AI tooling (Claude connectors and skills) against the systems of record, automating recurring workflows and training colleagues in turn

Add value to other aspects of Star Mountain's overall business as an aligned partner assisting in building a leading private investment business

Qualifications

Technical data background required: degree or demonstrated proficiency in data science, data analytics, information systems, or a comparable quantitative field - with working command of SQL and structured data manipulation; Python or comparable scripting a strong plus

1–3 years of full-time relevant experience in data operations, business analytics, CRM/ERP administration, or financial services operations, or an equivalent internship track; recent graduates with strong technical data credentials encouraged to apply

Finance fluency sufficient to see the connections: understanding of how a private investment firm operates - funds, investors, deals, portfolio companies - without requiring advanced investment training

Advanced proficiency with Microsoft Excel; working familiarity with CRM / ERP platforms; exposure to Power BI or comparable reporting tools a plus

Exceptional attention to detail - the role's core product is data the firm's leadership can trust without re-checking

Strong organizational skills with proven ability to manage recurring deliverables, competing priorities, and defined turnaround standards

Clear written and verbal communication; comfort interacting with senior executives and documenting processes

Discretion and sound judgment handling confidential executive, investor, and portfolio information

Team player with a positive, solutions-based attitude and a strong work ethic; strong culture carrier

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.

Please submit resume through LinkedIn. If we require any additional information, we will reach out directly.

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