Senior Associate (or Associate) Planning & Operations

Position Information

Hiring Manager

Associate Director

Department

Structured Products

Department Overview

The Planning & Operations (“P&O”) Group drives planning, analytics, data management and technology projects while providing operational support for the Investor Partners Group (“IPG”), which has primary responsibility for all of Golub Capital’s business development and client relationship management activities. The team possesses both a deep understanding of IPG’s needs as well as a strong set of unique technical expertise. The group helps inform strategy across investor segments in conjunction with sales teams and develops key performance indicators to assess performance against goals. As a sub-group of Planning & Operations, Client Finance seeks to provide actionable metrics, dashboards and reports that drive sales enablement, sales management and client service. Client Finance collaborates closely with teams across IPG to provide support for the day-to-day fundraising activities as well as strategic initiatives headed by IPG’s Chief Operating Officer.

Position Responsibilities

This candidate will be responsible for developing critical analyses and reporting for IPG’s client-facing and operational teams. This role requires strong business intelligence development skills, attention to detail, project and requirements documentation skills and the ability to adapt to changing priorities.

Primary Responsibilities Will Include, But Not Be Limited To

• Owning the preparation, validation and timely distribution of critical recurring reports that support key business functions; this includes maintaining high standards of accuracy and consistency, with the expectation of ongoing delivery as a core responsibility of the role
• Developing and maintaining a deep understanding of IPG’s business processes and data to help innovate new reporting solutions
• Documenting project requirements to ensure reporting is clear, up-to-date and accessible to relevant stakeholders
• Conducting in-depth analysis of sales data to identify trends, patterns and insights that drive business decisions within institutional and private wealth business development; supporting initiatives and channel-specific business plans
• Creating comprehensive reports and interactive dashboards that effectively communicate sales performance and metrics to key internal stakeholders
• Working closely with sales and product teams to understand their data needs and provide actionable insights that support strategic initiatives
• Ensuring the accuracy and consistency of sales data by implementing robust data quality checks
• Utilizing Python to develop predictive models and identify potential opportunities for growth
• Creating and refining key performance indicators (“KPIs”) and metrics to measure the effectiveness of sales initiatives, providing regular updates and recommendations for improvement to senior leadership
• Assisting with other projects and initiatives as needed
  
  

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• At least 2 years of relevant experience for an Associate and at least 4 years of relevant experience for a Senior Associate
• Experience in an analytics or dashboard developer role within the financial services industry
• Excellent technical skills, particularly around advanced data querying within data systems; familiarity with CRM systems and data warehouses
• Demonstrated experience with business intelligence and data visualization platforms (e.g., Power BI) to deliver insights to key stakeholders
• Strong ability to aggregate large data sets extracted from backend databases (preferably using SSAS cubes); proficient with using pivot tables to complete statistical analysis
• Familiarity with coding languages such as SQL, Python and DAX coding
• Proficiency with Microsoft Office (Excel, Word, PowerPoint and Outlook)
• Track record of success working in a fast-paced, fast-growing organization
• Meticulous attention to detail, accuracy and drive to deliver high-quality work
• Excellent written and verbal communication skills; expresses ideas clearly and concisely and communicates effectively with a wide variety of stakeholders
• Ability to work independently, set priorities, multitask and meet tight deadlines
• Ability to work in a team-oriented environment where sharing information and collaboration is essential for success
• 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, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.
• Firm and Product Knowledge: Demonstrates an understanding of the Firm’s investment strategies, client base, products and investor needs, including the Firm’s structure and competitive advantage in the marketplace.
• Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.
• Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
• Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.
• Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.
• Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.
  
  

Compensation And Benefits

For New York Only: It is expected that the base salary range for this position will be $125,000 to $150,000 for a Senior Associate and $105,000 to $120,000 for an Associate. 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.