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Portfolio Management Vice President / Director (Orlando)

Star MountainOrlando, FL, US

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Position Description :

Portfolio Company Relationship Management

Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests
Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights
Proactively 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

Portfolio Financing and Amendment Support

Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies

Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee

Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations

Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles

Internal Reporting

Maintain 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 statements

Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team

Contribute 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

Required 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 group

Onsite experience at portfolio or client companies

Proven track record in managing legal documentation processes within a private asset management firm

Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities

Strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels

Board and governance experience a plus

Advanced proficiency in Microsoft Excel and other financial modeling tools

Timing : Immediate

Location : Based in Tampa, FL

Compensation : Base, bonus, and equity package within a heavily aligned organizational culture

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Director Portfolio Management • Orlando, FL, US

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