J Harlan Group, LLC - New York, NY



Global Investment Firm

J Harlan Group is currently conducting a search for a DATA ANALYTICS ASSOCIATE at a prominent Global Investment Firm in NYC.

Our client is seeking a Data Analytics Associate - Business Analyst / Business Intelligence Developer to join their technology team. This person will be responsible for building data analytics and reporting solutions associated with their Private Credit strategies. He/she will be involved in multiple projects, many of which will involve working directly with their Portfolio Management, Operations and Finance teams.

The firm’s IT Data Analytics team is responsible for sourcing, processing, and distributing data internally and externally. The team covers data needs across all aspects of investment analysis, portfolio management, back-office processing, investor reporting, and regulatory filings. The Data Analytics team members collaborate closely with SMEs across Front Office, Backoffice, Investor Relations, Tax, Legal, Management Company in delivering data reporting and analytics technology solutions.


Specific responsibilities will include but not be limited to the following:

  • Work directly with designated business groups to identify process inefficiencies and automation opportunities
  • Own detailed analysis of business process workflows, helping with data cleanup and compiling data for ad-hoc requests
  • Collaborate with our internal software development team as well as application vendors to develop solutions and integrate vendor products to deliver rich, enterprise-wide software solutions
  • Projects will include facilitating co-ordination and development of data analytics / reporting solutions supporting the following:
    • Senior Management reporting
    • Business Development and Investor Relations
    • Various Front Office PMs, Traders and Analysts
    • Risk Analytics
    • Middle Office operations
  • Ability to partner with offsite and offshore development teams
  • Continuously provide inputs to enrich data access and innovate dashboard capabilities

The ideal candidate would have a background:

  • 3-5 years of relevant experience in the financial industry; hedge fund, private debt fund
  • Ability to perform business analysis, as well as manage and maintain various user relationships
  • Outstanding Microsoft PowerBI skills
  • Technical expertise using MS SQL, MS Excel, Python, or other relevant data manipulation tools
  • Experience with Snowflake eco-system desired
  • Product knowledge with one or more asset classes (Bank Loans, bonds, credit derivatives, FX forwards)
  • Strong written and verbal communication abilities and inter-personal skills
  • Highest degree of business ethics and professionalism
  • Excellent communication skills with the ability to effectively collaborate with stakeholders at all levels of the organization.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Strong interpersonal skills and ability to forge relationships resulting in successful partnerships
  • Enthusiasm for learning & results oriented
  • Strong written and verbal communication
  • Ability to work independently as well as on a team

    Required Education:

  • Strong academic record and a BA/BS or Master’s degree in Computer Science / Finance / Economics or equivalent

About the Client:

The firm is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for their clients. They manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and mezzanine investments, asset-based leasing and private equity. The scale and breadth of their platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, they share a common thread of intellectual rigor and discipline that enables them to create value for their clients, who have entrusted them with approximately $108 billion of assets under management as of December 2023. The firm has approximately 204 investment professionals and over 650 total employees and has fifteen offices globally.

The firm believes in the importance of giving back to its communities and promoting diversity and inclusiveness at the firm. They are dedicated to fostering enduring community relationships, and they support their team’s community involvement through volunteer work, board service, and other contributions. In addition, environmental, social, and governance (ESG) considerations are central to the firm’s culture and investment processes. The firm is committed to promoting awareness and training both internally and externally.

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.

SALARY RANGE: - Expected base salary for this position is between $125,000 and $150,000 for candidates with a strong background in PowerBI. However, base pay if hired will be determined commensurate with experience and is only a part of the total compensation package which includes eligibility for a discretionary bonus and a robust benefits package

Hybrid Work Schedule

  • 4/1 split (Monday-Thursday work from office, Friday work from home.)

Posted On: Tuesday, June 18, 2024

Position Contact
Jerry Goldberg
Manager Director
(212) 792-0099

After years as a Senior Financial Services Executive, I have decided to make a career change and leverage my vast knowledge of the financial services and technology industry as an executive recruiter and have opened an executive search and recruiting firm "J Harlan Group, LLC' specializing in technology and financial services talent search.

Financial Services Executive with expansive Private Equity, Hedge Fund, Investment Banking, Asset Management, Securities Brokerage, Commercial Banking and Insurance experience. With combined expertise as a Chief Information Officer, Chief Administrative Officer and Principal/Consultant, my responsibilities have expanded a broad cross-section of business disciplines – technology, strategic planning, operations management, HR, administration, outsourcing, business development, strategic partnering, product development, financial operations and reporting, client relationship management.

Specialties: • Leadership authority for building and managing the technological, operational, and administrative platforms for financial services organizations.

• Contributed significantly to starting, developing and building a privately-held organization into a $1 billion market cap publicly traded company on the NYSE within five years of inception.

• Recognized achievements in building top-performing, best-in-class organizations capable of supporting corporate objectives.

Contact: – 212-792-0099 – 

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