Senior Associate, Investor Diligence
Golub Capital - Huntersville, NC
posted 7 days ago
About the position
The Product Specialist ('PS') Team creates, updates and disseminates information, messaging and materials for investor communications initiatives and assists Marketing in developing information, messaging and communications materials for other audiences. The Team works with Firm leadership, other Investor Partners Group ('IPG') Teams, Direct Lending and Broadly Syndicated Loans, Structured Finance, Fund Accounting and Compliance to create and disseminate information that is timely, accurate, on-brand and on-message. In addition, the Team assists Business Development in technical discussions with potential and current investors. The Team also frequently develops and / or presents content for investor-oriented presentations, panels and speaking opportunities.
Responsibilities
- Responding to investor diligence requests and providing supporting data and materials as needed
- Supporting a reliable, scalable and forward-thinking process for answering investor questions, including Requests for Proposals ('RFPs'), Due Diligence Questionnaires ('DDQs') and other internal and external communications
- Maintaining the team's content management system, Responsive (formerly RFPIO) and collaborating with subject-matter experts to ensure content is regularly reviewed and updated (or retired)
- Updating and managing the diligence materials library and developing compelling, client-friendly materials that distinguish the Firm from its competitors
- Developing relationships with key partners across the Firm to understand and clearly respond to product inquiries
- Becoming an expert on Golub Capital products and developing a deep understanding of private credit
Requirements
- Bachelor's degree required
- 5+ years of experience at a financial institution, investment manager or similar business; previous experience with RFPs and DDQs
- Experience with Responsive (formerly RFPIO) or a similar system
- Exceptional attention to detail with excellent organizational and problem-solving skills
- Ability to self-manage time and priorities in a fast-paced and deadline driven environment
- Ability to take initiative and work independently while demonstrating strong teamwork
- Strong interpersonal, verbal and written skills
- Abide by our work-in-office policies then in effect
Benefits
- 401(k) eligibility
- Various paid time off benefits such as vacation, sick time and parental leave
