Investor Relations Associate - NYC Private Equity - Investment Management Firm

J Harlan Group, LLC - New York, NY

Investor Relations Associate

NYC Private Equity - Investment Management Firm

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

The client is seeking a highly motivated individual who has excellent communication skills and works effectively in a dynamic, collaborative team environment. Key aspects of the role include the creation and updating of materials, assistance in responding to investor diligence requests (such as due diligence questionnaires, request for proposals and frequent ad hoc requests), database analysis and CRM management, and is a liaison across internal teams to facilitate information requests.

The candidate will be part of a small team with a lot of responsibility and play a key part in the 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. This is a newly created role reporting to the head of Business Development and Investor Relations and will directly support the team.

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:

  • Prepare and update materials for investment offerings in partnership with the investment, finance, and legal/compliance teams
  • Facilitate and track investor requests including requests for proposals, due diligence questionnaires and other frequent ad hoc requests; Leverage portfolio database (PowerBi) to enrich presentations and analysis
  • Create and manage database of investor questions and responses
  • Log, track, and report on investor activity in the team’s CRM system (Backstop Solutions)
  • Coordinate and schedule internal and external meetings and calls
  • Liaise with various internal teams to create new content, materials, reporting when needed

The ideal candidate would have a background including:

  • Undergraduate degree and minimum 2-3 years’ experience in investment banking, institutional investment marketing, equity research or investment consulting
  • Strong analytical, written, and verbal communication skills
  • Demonstrated experience in applying investment analysis and producing content
  • Extremely detailed oriented and organized
  • 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
  • Willingness to take on what’s needed to support the team
  • Proficient in PowerPoint, Excel, and Word.
  • Strong sense of personal responsibility, ownership mentality, reliability, and results-orientation
  • Ability to multi-task and prioritize in a fast-paced environment
  • Tenacious/persistent - goes the extra mile


  • 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.

Today, the firm manages over $2bn of investor capital across various industrial and transportation related verticals, 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, the firm 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: – 212-792-0099 – 

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