Investor Communications: Analyst (Investor Services)

Position Information Hiring Manager: Senior 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 department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group also 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 Department. The Investor Communications Group 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’s responsibilities will include but not be limited to: Process 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 Respond to client inquiries and interact with external third parties Liaise with internal departments including Fund Accounting, Tax, Compliance, Operations, Treasury and the Investor Partners Group Correspond daily with back office teams on day-to-day and ad-hoc activity Ad hoc Investor Communications projects Candidate Requirements Qualifications & Experience: Bachelor’s degree or equivalent education required 3 years of related experience 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 Proficient in MS Office products, specifically Word and Excel Technical skills and financial background a strong plus Knowledge of Microsoft Dynamics a plus COVID vaccinations required, subject to applicable local, state and federal law 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 great culture. Achieving Results: Role models in this area are high achievers who develop careful plans and execute consistently and effectively. They hold themselves and others accountable for delivering high quality results. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning to define and solve problems and make decisions effectively. They are forward thinking, anticipating issues and addressing them in advance. Personal Effectiveness: Role models in this area build strong relationships and communicate effectively. They are driven to exceed expectations and adaptable to changing circumstances. 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 Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k). Golub Capital is an Equal Opportunity Employer.