Investment Associate – Intermodal Investments - NYC Private Equity - Investment Management Firm

J Harlan Group, LLC - New York, NY

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

 



Posted On: Thursday, September 29, 2022



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: jgoldberg@jharlan.com – 212-792-0099 – www.jharlan.com 

See our current Job Listing at https://www.jharlan.com/our-current-job-listings

 

 

 

 

 

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