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Financial Investment Analyst

2 months ago


New York, New York, United States J Harlan Group, LLC Full time
Financial Investment Analyst - Middle Market Lending

J Harlan Group, LLC

J Harlan Group, LLC is actively seeking a skilled and driven Financial Investment Analyst specializing in Middle Market Lending. This role presents a unique opportunity to significantly contribute to the expansion of the firm and its investment initiatives. The selected candidate will collaborate closely with senior leadership to assess and implement investment strategies across various asset classes and capital structures.

This position is pivotal in realizing the firm’s vision and enhancing its operational capabilities. To excel in this role, candidates must possess exceptional attention to detail, strong organizational skills, and outstanding communication and interpersonal abilities.

Key Responsibilities:
  • Conduct comprehensive corporate financial modeling (both debt and equity) and asset valuation.
  • Perform qualitative and quantitative analyses for business, financial, and due diligence processes alongside the deal team and external advisors.
  • Evaluate transaction structures with insights from senior team members.
  • Prepare internal documentation, including Investment Memorandums and transaction analyses for the Investment Committee.
  • Begin establishing sector-specific networks of subject matter experts and transaction sources.
  • Monitor and support investment assets and portfolio companies.
Ideal Candidate Qualifications:
  • Minimum of 1 year of experience in investment banking, investment firms, or funds (credit experience is advantageous).
  • Proficient in financial analysis, including the ability to interpret financial models, cash flow projections, securitization models, valuation assessments, and financial statements.
  • Excellent analytical, written, and verbal communication skills.
  • Strong proficiency in Excel is essential.
  • Meticulous attention to detail.
  • Ability to manage processes independently from inception to completion, even in unfamiliar areas.
  • Capacity to prioritize and multitask in a dynamic environment.
  • Exceptional interpersonal skills with a proven ability to collaborate effectively within a team.
  • Willingness to take initiative and support team objectives.
Educational Background:
  • Strong academic performance with a bachelor’s degree or higher.
An individual who is passionate about tackling complex investment challenges and aims to make a significant impact through their contributions. A candidate with a keen interest in investments, a high degree of intellectual curiosity, a commitment to excellence, and a relentless drive to provide top-tier services.

About J Harlan Group, LLC:

J Harlan Group, LLC is a private credit fund manager based in New York, specializing in providing collateralized loans to small and mid-sized, non-sponsored enterprises. The firm’s investment funds deliver senior-secured, short-term financing to companies with robust operations, valuable assets, and strong profit potential, yet lacking efficient access to capital. Companies prefer this organization over traditional financing options due to its reputation for responsiveness, decisiveness, and reliability in fulfilling commitments. The firm originates collateralized loans ranging from $10 million to $30 million and offers equity alternatives for management teams with strong conviction, enabling them to avoid equity dilution and lengthy fundraising processes while achieving immediate business objectives. Operating similarly to a private equity firm, J Harlan Group provides a broad spectrum of resources to its portfolio companies, surpassing the offerings of conventional lenders, and underwrites investments with efficiency and speed. With a seasoned team of 27 professionals possessing extensive investment and operational expertise, the firm has successfully completed over 110 transactions and deployed more than $1.4 billion in capital across diverse sectors.

J Harlan Group seeks high-energy self-starters eager to join a forward-thinking investment management firm at the forefront of financial markets. The management team values individuals of the highest professional caliber who are leaders, problem solvers, analytical thinkers, detail-oriented, and entrepreneurial. All team members work closely with senior partners in a collaborative and dynamic investment environment.

Successful candidates will be:
  • Analytical and persistent in pursuit of optimal solutions.
  • Effective communicators with the ability to synthesize information rapidly.
  • Capable of demonstrating sound business judgment.
  • Adept at understanding complex issues while maintaining a focus on overarching business needs.
  • Team-oriented individuals energized by collaborative efforts.
The firm upholds the highest professional and ethical standards, earning a reputation for integrity, fair dealings, and transparency within a competitive industry. These principles are deemed essential for achieving superior investment performance and delivering exceptional results to clients.

SALARY RANGE: The salary range is competitive and commensurate with experience, skills, and qualifications.