Senior Investment Associate

5 days ago

New York, New York, United States J Harlan Group, LLC Full time
About the Role

We are seeking a highly motivated and experienced Senior Investment Associate - Asset Management to join our team at J Harlan Group, LLC. As a key member of our Asset Management team, you will be responsible for managing and monitoring post-investment relationships with multiple portfolio companies from deal close to exit.

Key Responsibilities:
  • Monitoring and Post-Investment Relationship Management: Manage monitoring and post-investment relationships with multiple portfolio companies from deal close to exit.
  • Interface with Portfolio Company Executives: Interface with portfolio company executives to understand operational milestones and work with them to accomplish their goals.
  • Crisis Management: In the event of covenant breach, default, or other crises, identify and recommend solutions, lead execution of the chosen solution or set of solutions, which may range from legal, financial, or operational remedies.
  • Collaboration and Evaluation: Collaborate with colleagues to evaluate runoff alternatives and supervise liquidations & restructurings.
  • Operational Diligence: Perform operational diligence of borrowers and work with the investment team to develop reporting and key performance indicators for portfolio companies and help structure monitoring packages.
  • Loan Covenant Management: Establish and track loan covenants and other early warning indicators to ensure compliance and alert to risk.
  • Portfolio Updates: Prepare portfolio updates, including Results of Operations and KPI performance that will be presented to the Investment Committee.
  • Communication and Analysis: Communicate findings and analyses, across mediums, with the team and firm senior management.
  • Sector Intelligence: Develop sector intelligence to support monitoring, new deal execution, and Firm knowledge base.
Qualifications:
  • Experience in Private Credit: Experience working in private credit, private equity, rating agency, consulting, working in 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.
  • Strong Analytical Skills: In addition to investment and credit monitoring experience, Associate candidates will be expected to have strong analytical and modeling skills, business judgment, and the maturity to own and manage multiple monitoring relationships from initial funding to exit.
  • Interpersonal Skills: Interpersonal skills and maturity to communicate effectively with lower middle market management teams and extract actionable intelligence from complex situations.
  • Advanced Excel Skills: Ability to build operational and financial models (Balance Sheet, Income Statement, and Statement of Cash Flows), correlation, valuation, runoff, liquidation, and various other types of analyses with limited supervision.
  • Proven Analytical Capabilities: Proven and demonstrable analytical capabilities, ability to creatively extract and evaluate relevant data points from imperfect sets of information.
  • Entrepreneurial Mindset: 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: Effective writing skills for the creation of memorandums and investment performance summaries.
  • Complex Agreement Understanding: Ability to understand and negotiate complex credit and other legal agreements.
  • Capital Structure Expertise: Advanced familiarity with capital structure and corporate debt, including Leveraged Finance, Restructuring, Structured Finance, and ABS.
Education:
  • Strong Academic Record: Strong academic record and a bachelor's or higher degree in Finance, Business, Accounting, Engineering, Mathematics, or Sciences preferred.
  • Graduate Degree or Certification: MBA, CFA, or other relevant graduate degree or certification a plus.

We are looking for 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 intellectual curiosity, and horsepower, a commitment to excellence, and an unparalleled drive to deliver world-class services.

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