INVESTOR RELATIONS (BDIR) – VICE PRESIDENT

NYC Private Equity - Investment Management Firm

J Harlan Group is currently conducting a search for an experienced and highly motivated VP of Investor Relations at a prominent NYC Private Equity - Investment Manager.

An exciting opportunity to join this fast-growing and dynamic investment organization that is experiencing exceptional growth!

As a Senior Member of the firm’s BDIR team you will be responsible for deepening relationships with current investors and creating new initiatives to accomplish that goal. The candidate will be part of a small team with a broad set of responsibilities and play a key part in the capital retention and growth of the firm, funds, and team, and will have an opportunity to develop broad-based skills across the Business Development and Investors Relations team.

The role requires a commercial skillset to oversee the existing limited partner relationships. This includes periodic update calls and meetings, facilitating responses to requests for information relating to their accounts, creating ongoing limited partner due diligence materials and generating additional capital commitments from current limited partners. It will also include the creation and maintenance of fund materials to support the communication effort.

This role is dynamic and will be both internally and externally facing as it will require someone who can work well across the firm to collect information and then commercially disseminate that to investors with some support from other members of the team.

Key Responsibilities:

• Develop and maintain strong relationships with current limited partners
• Deliver performance and fund updates in a commercial and timely manner
• Work closely with other people other teams in the firm to prepare necessary content and reporting to disseminate to the current limited partners, including periodic investor letters
• Prepare and update materials for internal groups (e.g. finance, debt capital markets, legal/compliance teams)
• Work closely with other members of the BDIR team to create new initiatives to deepen limited partner dialogue and raise re-up capital
  

The ideal candidate would have a background including:

• Minimum of 8 years direct experience in investor relations in a client coverage and externally facing capacity
• Experience working in private investments with closed end funds (the firm is a hybrid evergreen structure with a commitment and drawdown structure)
• Strong analytical, written, and verbal communication skills
• Extremely detailed oriented and highly organized
• Highly responsive and professional with a client-service demeanor
• Demonstrated experience in applying investment analysis and producing content
• Ability to multi-task, prioritize, and take ownership in a fast-paced environment
• Excellent interpersonal skills and demonstrated ability to work effectively as part of a team
• Ability to keep others and themselves on task
• Ability to work quickly and efficiently in a fast-paced environment
• Willingness to take on what’s needed to support the team
• Proficient in PowerPoint, Excel, Word
• Ability to work with a CRM (InvestorFlow/Salesforce)
• Be able to lead calls/meetings on your own
• Strong attention to detail and ability to work closely with others to ensure all inbound requests are covered
• Team player with a growth mindset to lead new initiatives for efficiency and growth
• Potential to manage others on the investor relations team
• Ability to travel

Education:

• Strong academic record and a bachelor’s or higher degree

An individual who loves working within the BDIR world and wants to have an outsized impact with the products and solutions they deliver. An individual with a passion for investment accounting, high level of intellectual curiosity, a commitment to excellence and an unparalleled drive to deliver world-class services.

If you or anyone in your network would be interested in this opportunity, please send resume to Jerry Goldberg at jgoldberg@jharlan.com or directly contact us at (212) 792-0099

About the Client:

The firm is a leading investment manager and private equity firm specializing in the acquisition of transportation equipment and asset operating platforms in the infrastructure sector. The firm targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $9bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in NYC, Chicago and St. Louis.

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.

The estimated salary range is $175,000-$225,000 plus employees may also be eligible for annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to relevant skills, experience, qualifications, and geographic location.

Posted On: Tuesday, August 6, 2024