Investment Associate – Middle Market Lending

NYC Private Credit Fund 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 Fund 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:

• Corporate financial modeling (debt and equity) and asset valuation
• Qualitative and quantitative business, financial, and other due diligence in conjunction with the deal team and third-party advisors, agents, accountants (sector/operating experts)
• Analyze transaction structures based on input from senior team
• Preparing internal materials, including Investment Memorandums and transaction analysis for presentation to Investment Committee
• Begin developing sector-based ecosystems of subject matter experts and transaction sources
• Monitoring and supporting investment assets and portfolio companies
  

The ideal candidate would have a background including:

• 2-4 years investment banking, investment firm or fund experience (credit experience a plus)
• Financial analysis skills: Ability to analyze financial models, cash flow models, securitization models, valuation analysis, and financial statements
• 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

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:

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 $100,000 - $150,000 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.

Posted On: Tuesday, June 18, 2024