Investment Associate

3 weeks ago

New York, New York, United States J Harlan Group, LLC Full time
Investment Associate - Asset Management

NYC Private Credit Investment Manager

J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Asset Management in their New York City office of a prominent Private Credit Fund Manager Headquartered in NYC.

The firm's Asset Management team builds robust relationships with portfolio companies utilizing a customized process to learn and monitor the intricacies of a business' operations and key performance indicators, with the goal of maximization of return for the firm's investment portfolio. In addition to investment and credit monitoring experience, Investment Associate candidates will be expected to have the financial and legal analytical skillset, business judgment, and maturity to own and manage multiple monitoring relationships from initial funding to exit.

An exciting opportunity, to manage, monitor post-investment relationship with multiple portfolio companies from deal close to exit

Key Responsibilities:
  • Support the Asset Management team, focused on analysis, monitoring, and reporting.
  • Interface with portfolio company executives to understand operational milestones and work with them to accomplish their goals.
  • Build financial tracking models and extract key data points from imperfect sets of information.
  • Review and track loan covenants to: (a) ensure portfolio companies maintain compliance and (b) assist senior Asset Management team in managing the legal processes in the event of a covenant breach or default.
  • Identify possible early warning indications of risk exposure.
  • Prepare portfolio updates and KPI performance that will be presented to the Investment Committee.
  • Collaborate with colleagues to evaluate runoff alternatives and supervise liquidations & restructurings
  • Communicate findings and analyses, across mediums, with team and firm senior management
  • Develop sector intelligence
Qualifications:

Essential Skills/Background:
  • Associate candidates must have experience working in turnarounds, workouts, credit underwriting, direct lending, private credit, specialty finance, investment banking, consulting, or special situations with specific experience stress testing, evaluating and structuring debt and ABS transactions.
  • Interpersonal skills and maturity to communicate effectively with management teams and extract actionable intelligence from complex situations.
  • Advanced Excel Skills: Ability to build operational and financial models, correlation, valuation, runoff, liquidation, and various other types of analyses with limited supervision.
  • Proven and demonstrable analytical capabilities, ability to creatively extract and evaluate relevant data points from imperfect sets of information.
  • An entrepreneurial mindset and the capability to manage multiple complex situations in parallel, understanding the operating requirements of private businesses during growth, evolution and potentially turnaround phases.
  • Effective writing skills to support the creation of memorandums and investment performance summaries
  • Familiarity with the basics of capital structures and corporate debt including Leveraged Finance; Restructuring; Structured Finance; and, ABS. Specific experience is a plus, but not required;
  • Familiarity with financial contract negotiation.
  • Able to travel domestically.
Education:
  • Strong academic record and a bachelor's or higher degree in Finance, Business,
    Accounting, Engineering, Mathematics, or Sciences preferred
    • MBA, CFA or other relevant graduate degree or certification a plus.
    An individual who loves solving deep and complex investment / asset management related matters and wants to have an outsized impact on the firm's asset management abilities. An individual with a passion for Investment/Asset Management, high level of intellectual curiosity and horsepower, a commitment to excellence and an unparalleled drive to deliver world-class services.

    About the Client:

    The firm is a New York-based, private credit fund manager that provides collateralized loans to small and mid-sized, non-sponsored businesses. The firm's investment funds deliver senior-secured, short-term funding to companies that have quality operations, assets and strong profit opportunity, but lack efficient access to capital. Companies choose this organization rather than utilizing more traditional capital alternatives because they have a reputation for being responsive, decisive and are able to deliver on their commitments. They originate collateralized loans of $10 million to $30 million and offer an equity alternative for management teams with high conviction, which allows them to avoid equity dilution and the long equity raise process, while executing immediate business and growth goals. The firm operates like a private equity firm, offering a wide array of resources to their portfolio companies - above and beyond traditional lenders - and underwriting more efficiently and rapidly. They have a highly experienced team of 27 professionals with deep investment and operating expertise. Over their 13 year history, they have completed over 110 transactions and deployed more than $1.4 billion in capital to companies across a variety of sectors.

    They seek candidates who are high-energy self-starters who want to join an investment management firm on the leading edge of financial markets. The management team needs individuals of the highest professional caliber who are leaders, problem solvers, analytic, detail-oriented, and entrepreneurial. Everyone at the firm works side-by-side with the firm's senior partners in a highly collaborative and charged investment environment.

    Successful candidates are:
    • Analytic and relentless in pursuit of the right answer
    • Strong communicators who excel at rapid synthesis
    • Able to demonstrate sound business judgment
    • Able to digest complexity while maintaining an understanding of the "big picture" of business needs
    • Team players who are energized by a collaborative enterprise
    The firm's employees maintain the highest professional and ethical standards. The firm has earned a reputation for honesty, fair dealing, and transparency in a competitive industry. They believe that these standards are the foundation for superior investment performance and are critical to delivering performance to clients.

    SALARY RANGE: The salary range is $145,000 - $175,000 plus employees may also be eligible for annual discretionary incentive compensation. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, location, and applicable laws.

  • Investment Associate

    3 weeks ago

    New York, New York, United States Global Health Investment Corporation Full time

    About GHIC The Global Health Investment Corporation (GHIC) is a health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all. A pioneer of impact investing in global health, GHIC has been financing innovation in public health for over a decade. Our new global...

  • Investment Associate

    3 weeks ago

    New York, New York, United States Global Health Investment Corporation Full time

    About GHIC The Global Health Investment Corporation (GHIC) is a health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all. A pioneer of impact investing in global health, GHIC has been financing innovation in public health for over a decade. Our new global health...

  • Investment Banking Associate

    3 days ago

    New York, New York, United States Tyton Partners - Investment Banking Full time

    Associate, Investment Banking PracticeTyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge sector. With years of experience across the education sector, including evaluation of preK–12, postsecondary, corporate training, and lifelong learning markets, our team leverages its expertise to offer...

  • Investment Associate Healthcare Impact VC

    2 weeks ago

    New York, New York, United States Global Health Investment Corporation Full time

    About GHICThe Global Health Investment Corporation (GHIC) is a health impact venture firm focused on investing in transformational technologies and products that will enable a healthier world and safer future for all. A pioneer of impact investing in global health, GHIC has been financing innovation in public health for over a decade.Our new global health...

  • Investment Fund Analyst

    2 days ago

    New York, New York, United States Fortress Investment Group Full time

    About Fortress Investment GroupFortress Investment Group is a leading global investment manager with a diversified portfolio of assets under management. Our team of experienced professionals provides investment solutions to institutional clients and private investors worldwide.The PositionWe are seeking a skilled Valuations Analyst/Associate to join our...

  • Associate, Investing

    3 days ago

    New York, New York, United States Goldman Sachs & Co. LLC Full time

    Associate, Investing & Portfolio Management - Public with Goldman Sachs & Co. LLC in New York, New York. Responsible for the investment decisions in a portfolio (or a sub-set of the portfolio) for clients and investments. Manage investment analytics, including future value and shadow marks, profit &...

  • Investment Associate

    6 days ago

    New York, New York, United States Evolution Credit Partners Full time

    Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum. This position is for a role in our New York or Boston office. Role Description: The Associate will be an integral...

  • Investment Associate

    6 days ago

    New York, New York, United States Evolution Credit Partners Full time

    Evolution Credit Partners, headquartered in Boston, Massachusetts, manages approximately $3 billion across a range of synergistic credit strategies. Evolution's credit platform provides bespoke financing solutions across the credit spectrum. This position is for a role in our New York or Boston office. Role Description: The Associate will be an integral...

  • Investment Associate

    2 weeks ago

    New York, New York, United States Venture Search Full time

    Venture Search is currently working with a New York-based Private Equity Investment Manager who wants to add an Investment Associate to the Team.They have over 20+ years of experience and over 40 global investments. They invest from the growth stage to buyouts in the lower mid-market across Technology, Healthcare and Consumer &...

  • Investment Associate

    2 weeks ago

    New York, New York, United States Lendlease Americas Inc. Full time

    Investment Associate Lendlease is a globally integrated real estate group with core expertise in Investment Management, Development, and Construction across Australia, the US, Europe, and Asia. The Lendlease Investment Management business is seeking to hire an experienced Investment Associate to join the team based in New York. Our Investment Management team...

  • Investment Associate

    1 week ago

    New York, New York, United States Long Ridge Partners Full time

    Job description · Our client is a leading investment firm with over $20B AUM. They seek to hire an Investment Associate focused on private credit and special situations investing. Responsibilities · Participate directly in investment process through direct exposure to senior leadership · Evaluating potential transactions through detailed research and...

  • Investment Associate

    3 weeks ago

    New York, New York, United States Long Ridge Partners Full time

    Job description· Our client is a leading investment firm with over $20B AUM. They seek to hire an Investment Associate focused on private credit and special situations investing.Responsibilities· Participate directly in investment process through direct exposure to senior leadership· Evaluating potential transactions through detailed research and...

  • Investment Associate

    6 days ago

    New York, New York, United States Long Ridge Partners Full time

    Job description · Our client is a leading investment firm with over $20B AUM. They seek to hire an Investment Associate focused on private credit and special situations investing. Responsibilities · Participate directly in investment process through direct exposure to senior leadership · Evaluating potential transactions through detailed research and...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment Associate - Intermodal InvestmentsNYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Intermodal Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment Associate - Structured Finance & InvestmentsNYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Structured Finance and Investments at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment Associate - M&A/BuyoutsNYC Private Equity Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate with M&A - Buyout experience at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely...

  • Investment Associate

    1 week ago

    New York, New York, United States Dextra Partners Full time

    Investment Associate New York, NY | 2025 Start Dextra Partners LLC ("Dextra") is a rapidly growing, multi-strategy private equity firm based in New York, NY. Founded in 2022, Dextra has raised $4+ billion in investable capital to date focused on:Primaries: Underwriting LP commitments to top-tier middle market buyout sponsorsEquity Co-investments: Minority...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment AssociateNYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior members of...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment Associate NYC Private Equity - Investment Management Firm J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate at a prominent NYC Private Equity - Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with senior...

  • Investment Associate

    3 weeks ago

    New York, New York, United States J Harlan Group, LLC Full time

    Investment Associate NYC Private Credit Investment Manager J Harlan Group is currently conducting a search for an experienced and highly motivated Investment Associate - Middle Market Lending at a prominent NYC Private Credit Investment Manager. An exciting opportunity to be a key part of the growth of the firm, funds and team and will work closely with...