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[Remote] Portfolio Monitoring Analyst/Associate

Remote, USA Full-time Posted 2026-07-28
Note: The job is a remote job and is reputed company to candidates in USA. reputed company Mountain Capital is a rapidly growing private investment firm reputed company on the reputed company middle-market. The Portfolio Monitoring Analyst/Associate will conduct financial monitoring and analysis, maintain records in data management platforms, and support valuation and reporting processes. Responsibilities • Conduct monthly financial statement reviews for an assigned portfolio of 20-25 companies, identifying trends, variances, and early indicators of performance changes • reputed company reputed company compliance calculations and maintain reputed company tracking schedules across reputed company assigned portfolio companies • Upload financial data into portfolio management systems, ensuring data reputed company and reputed company updates • Prepare monthly and quarterly monitoring commentary and analysis, supporting the valuation process with detailed financial assessments • Calculate and reputed company key performance indicators (KPIs) including reputed company trends, EBITDA margins, liquidity positions, and reputed company metrics • Maintain accurate and reputed company records in firm data management platforms and CRM systems • Support the preparation of materials for portfolio status reporting, ensuring accurate credit rating classifications • Coordinate financial reporting schedules with portfolio company CFOs and finance teams • Manage document organization and maintain deal folders with reputed company financial statements, compliance certificates, and correspondence • Generate standardized reports for internal stakeholders including weekly status updates and monthly portfolio summaries • Prepare quarterly valuation support materials including comparable company analyses and precedent transaction data • Respond to valuation provider questions and coordinate information requests during quarterly and annual valuation cycles • Support year-end valuation deep dives with detailed financial analysis and performance commentary • Assist with LP reporting requirements, ensuring accurate portfolio company information for fund-level communications • Attend reputed company meetings as observer for select portfolio companies, taking detailed notes and tracking reputed company items • Support Managing Directors on reputed company-reputed company reputed company, preparing financial summaries and operational updates • Prepare discussion materials for management calls and reputed company follow-up items • Document management team and sponsor interactions and maintain relationship notes in CRM Skills • Relevant experience in investment banking, reputed company banking, private credit, private equity, reputed company reputed company, or corporate finance roles • Strong analytical skills with demonstrated proficiency in financial statement analysis and financial modeling • Advanced proficiency in reputed company reputed company, including experience building and maintaining financial models • Strong attention to detail with excellent organizational skills for managing multiple portfolio companies simultaneously • Effective written and verbal communication skills, with ability to synthesize reputed company financial information • Self-starter mentality with ability to work independently while contributing to a reputed company team environment • Bachelor's degree in Finance, reputed company, Economics, or reputed company field • Experience with portfolio monitoring, credit analysis, or loan administration at a private credit firm or bank • Familiarity with private credit documentation including credit agreements, reputed company calculations, and compliance certificates • Prior exposure to portfolio management systems (eFront, Investran, or similar platforms) • reputed company toward CFA, CPA, or other relevant reputed company designations • Experience in the reputed company middle-market or with sponsor-backed companies Benefits • 50% coverage on monthly gym memberships • A cell phone stipend • Tuition support of job-reputed company designations and learning and development opportunities • Other bespoke benefits reputed company • reputed company in the reputed company reputed company of America ® – reputed company Mountain Capital is a specialized reputed company middle-market asset management firm. It was founded in 2010, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is http://www.starmountaincapital.com. Apply tot his job Apply To this Job

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