Analyst, Investor Services

Position Information

Hiring Manager

Associate

Department

Investor Communications

Department Overview

The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The group is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.

Position Responsibilities

The Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight reporting deadlines and strong attention to detail.

The Analyst Responsibilities Will Include But Not Limited To

• Processing new investor subscriptions and transfers of interest including the coordination of communication between internal teams and high net worth individuals / wealth managers
• Relationship manager for assigned wealth manager operational contacts
• Responding to client inquiries and interacting with external third parties
• Corresponding daily with internal teams (Fund Accounting, Tax, Compliance, Operations, Treasury and the Investor Partners Group) on day-to-day and ad-hoc activity
• Facilitating collaboration with our Technology Solutions Team to drive system enhancement initiatives
• Engaging closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
• Ad-hoc Investor Communications projects
  
  

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 2 years of relevant work experience
• Proficient in MS Office products, specifically Word and Excel
• Technical skills and financial background a strong plus
• Knowledge of Microsoft Dynamics CRM a plus
• Relationship and project management experience preferred
• Excellent organizational and prioritization skills
• Meticulous attention to detail and accuracy
• Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
• Demonstrated ability to work well both independently and as part of a team
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture
  
  

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
  
  

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
• Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
• Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
• Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people.
  
  

Compensation & Benefits

For Illinois Only: It is expected that the base salary range for this position will be $65,000 to $90,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.