Investor Relations & Marketing Associate
NYC Private Equity - Investment Management Firm
J Harlan Group is currently conducting a search for an experienced and highly motivated Investor Relations & Marketing Associate at a prominent NYC Private Equity - Investment Manager.
This is a newly created role and reports directly to the Director of Investor Relations & Marketing and will support the team s Marketing, Capital Raising and Investor Relations initiatives. As part of the Marketing, Capital Raising and Investor Relations Team, the associate will have a diverse set of responsibilities.
An exciting opportunity to be a key part of the growth of the firm, funds and team and will help with project management and process development across a variety of functions. The role will also include facilitating investor follow ups and diligence requests as part of the capital raising process.
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.
The role will comprise (1) project management across the team initiatives (2) understanding of fund and investor initiatives (3) improving processes and efficiency (4) focus on investor follow up and diligence
Project Management / Team Processes
Project management across variety of team initiates ranging from fund launches, new material development, legal and tax analyses, firm and team requests
Management of fund launches and related tasks/responsibilities; core focus on process and organization (ranging from service provider selection, material development, fund documents, CRM setup)
Interface with internal department and external outsource providers to drive business solutions, initiatives and projects
Understanding of team processes and focus on streamlining and proactively identifying inefficiencies and proposing solutions
CRM (Backstop) organization and tracking; keep updated with new capabilities
Support the team in various needs (true catch all)
Understanding of investment and operational components of firm and funds
Focus on prospective investor due diligence needs and part of the solution fulfillment
Facilitate prospective investor follow ups, management of investor requests and materials; tracking of questions and responses, due diligence questionnaires, managing data room and coordinating investment and back office due diligence
Ensuring materials and content is current; facilitating updates
Liaise with various teams and compliance to create new content, materials, reporting when needed
Assist in the review of legal documentation including fund offering docs and investor side letters
The ideal candidate would have a background including:
2+ years consulting, investment banking, investment firm or fund experience
Extremely detail oriented and strong organizational skills
Excellent analytical, written and verbal communication skills
Strong PowerPoint and Excel skills required
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 research creative solutions
Ability to design, streamline and oversee processes
Strong sense of personal responsibility, ownership mentality, reliability, and results-orientation
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
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 leading private equity investment manager specializing in the transportation sector, currently focused on rail and aviation assets. They target investment opportunities that can benefit from their deep, longstanding relationships, access to proprietary information, financial structuring, and operational expertise. They focus on investing in assets that generate consistent cash flow and have significant downside protection.
Founded in 2014, the firm manages ~$1bn+ of investor capital across rail and aviation strategies with 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 salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.
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