- Support the Asset Management team with analysis, monitoring, and reporting.
- Engage with portfolio company executives to understand operational milestones and assist in goal achievement.
- Create financial tracking models and extract key data points from incomplete information.
- Review and monitor loan covenants to ensure compliance and manage legal processes if needed.
- Identify potential early warning signs of risk exposure.
- Prepare portfolio updates and KPI performance for the Investment Committee.
- Collaborate on runoff alternatives, supervise liquidations and restructurings.
- Communicate findings and analyses effectively with team and senior management.
- Develop sector intelligence.
- Must have 1+ years of experience in credit underwriting, direct lending, investment banking, or related fields.
- Demonstrated interpersonal skills and ability to communicate effectively with management.
- Advanced Excel Skills for building operational and financial models.
- Strong analytical capabilities to evaluate relevant data points.
- Entrepreneurial mindset with the ability to manage complex situations.
- Effective writing skills for creating memorandums and investment summaries.
- Knowledge of capital structures and corporate debt.
- Familiarity with financial contract negotiation.
- Bachelor's degree in Finance, Business, Accounting, Engineering, Mathematics, or Sciences preferred.
- MBA, CFA, or other relevant graduate degree a plus.
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Investment Analyst - New York, United States - J Harlan Group, LLC
Description
Job Description:
Investment Analyst – Asset Management
NYC Investment Management Firm
J Harlan Group is currently searching for an experienced and motivated Investment Analyst – Asset Management in their New York City office of a well-known Private Credit Fund Manager based in NYC. This role offers an exciting opportunity to manage and monitor post-investment relationships with multiple portfolio companies from deal close to exit.
Key Responsibilities:
Qualifications:
Education:
An individual passionate about solving investment and asset management challenges, with a commitment to excellence and a drive to deliver high-quality services, will thrive in this role. The company is a private credit fund manager in NYC, offering premium financial solutions to small and mid-sized businesses. They seek energetic self-starters to join their team of professionals focused on delivering exceptional investment performance.
About the Client:
The firm is a leading private credit fund manager based in New York, supporting businesses with collateralized loans and equity alternatives. With a reputation for responsiveness, decisiveness, and efficient underwriting, they offer valuable resources to portfolio companies, operating like a private equity firm. Their experienced team has completed over 110 transactions totaling more than $1.4 billion in capital deployment across various sectors.
The company values professionalism, integrity, and transparency, believing these principles are essential for superior investment performance. They offer a collaborative work environment where employees work closely with senior partners to deliver impactful solutions to clients.
SALARY RANGE: $125,000 - $175,000, with potential for additional incentive compensation. Actual salary depends on individual skills, experience, and location.