Investment Associate

3 weeks ago

New York, New York, United States J Harlan Group, LLC Full time
Investment Associate - Intermodal Investments

NYC 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 and team and will work closely with senior members of the firm to evaluate and execute on investments within numerous asset classes and across the capital structure.

This individual will be a significant contributor in enabling their vision and helping the organization to grow and improve their businesses. To be successful in this role you must be highly detail oriented and organized, able to meet assigned deadlines and have first class communication and interpersonal skills.

Key Responsibilities:

Portfolio Management
  • Investment: Work with investment team to acquire assets and portfolio companies
  • Portfolio Management: Work with PM to develop portfolio construction metrics and monitor portfolio
    • Prepare Monthly Intermodal Portfolio Report
  • Investor Communication: Work with ITE Management investor relations team to answer investor questions
  • Valuation and Financial Management:
    • Liaise with Accounting to ensure management agreement / debt compliance, including making borrowing base requests for new portfolio acquisitions
    • Assist in Quarterly Valuation process
Market Research
  • Monitor/research industry trends in containers and broader intermodal sector
  • Liaise with 3rd party market research providers to ensure ITE has up-to-date research from industry sources
  • Prepare deep dive industry summaries / primers on complementary intermodal and related assets/sectors
  • Ad hoc Portfolio, target company and industry analysis
Deal Management
  • Conduct lessee credit analysis on acquisition portfolio lessees
  • Liaise with respective servicers to manage "confirmatory due diligence" process for asset purchases, including closing checklist items
  • Prepare Investment Committee analyses and presentations for asset transactions
  • Financial Modeling of asset transactions
The ideal candidate would have a background including:
  • 1-3 years' experience in Investment Banking, Equity Research, Portfolio Management, Finance, Consulting, or Investment Management
  • Intermodal Experience is a plus, NOT REQUIRED
  • Excellent analytical, written, and verbal communication skills
  • Strong Excel skills required
  • Extremely detail oriented
  • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm
    • Ability to multi-task and prioritize in a fast-paced environment
    • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team
    • Ability to take direction but also to be independent
    • Willingness to take on what's needed to support the team
      • Tenacious/persistent - goes the extra mile
    Education:

    Strong academic record and a bachelor's or higher degree

    An individual who loves solving deep and complex investment related matters and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investments, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

    About the Client:

    Founded in 2014, the firm is an investment firm that targets real asset investment opportunities that are cash yielding with downside protection. The firm combines a team with deep, longstanding relationships and financial and operating expertise in rail, aviation, and intermodal with an entrepreneurial mindset and culture. Their team of professionals provide extensive experience in investments, portfolio management, risk management, data analytics, credit analysis and industry-specific operations. The new associate will be an integral part of our team and a contributor to the firm's growth.

    Today, the firm manages over $2bn of investor capital across various industrial and transportation related verticals, including rail and strategies, with office locations in NYC, Chicago and St. Louis. Due to the firm's dynamic and forward-thinking approach, the capital commitments have tripled in the past three years. Today, ITE manages just under $4.0 Billion of real assets across freight railcars, commercial aircraft, and intermodal.

    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
    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

    The salary range is $80,000 - $130,000 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.

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