Associate, Product Specialist (SMA Team)

at  Golub Capital

Position Information
Hiring Manager:
Associate Director
Department:
Product Specialist
Department Overview
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, Credit Opportunities, 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.
The Separately Managed Account (“SMA”) Team within PS is responsible for managing separately managed account and fund-of-one clients for the Firm. The SMA Team are subject matter experts for the account investment guidelines and ensure compliance with the clients’ investment agreements. The team also compiles customized reporting for SMA clients and ensures timely delivery.
Position Responsibilities
The candidate will help manage all aspects of custom reporting and investment guideline monitoring for specific separately managed account (“SMA”) clients. The individual will be responsible for understanding bespoke client requirements and delivering reports with pinpoint accuracy.

Primary duties and responsibilities include, but are not limited to:

• Producing custom reports for SMA clients while ensuring consistency and accuracy
• Tracking and meeting investor reporting obligations and deadlines
• Tracking all pipeline deals and coordinating with various internal teams to ensure deals meet the account’s investment guidelines / limitations
• Collaborating with Direct Lending on deal activities to ensure accurate reporting
• Reviewing and assessing deal memos to ensure SMA compliance with investment guidelines
• Helping the team prepare for monthly / quarterly calls with investors by putting together reference materials with relevant credit and portfolio performance updates
• Coordinating regularly with Finance, Treasury, Operations and Legal & Compliance Teams
• Identifying opportunities for process improvements and working with Technology Solutions on automation projects
• Leading and driving ad-hoc projects

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required, preferably in Finance, Accounting, Economics or Business Administration
• 2+ years’ experience within the Financial Services sector, private credit experience is a plus
• Strong proficiency with Excel, Word, PowerPoint and SharePoint
• Experience with reporting workflows and data aggregation systems preferred
• Strong understanding of portfolio and deal-level data
• Meticulous attention to detail
• Proven project management skills
• Ability to take initiative and work independently while demonstrating strong collaboration
• Adept at working in a fast-paced and deadline-driven environment

Abide by our work-in-office policies then in effect
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.
• 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.
• 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.

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 $120,000 to $135,000. 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

Primary duties and responsibilities include, but are not limited to:

• Producing custom reports for SMA clients while ensuring consistency and accuracy
• Tracking and meeting investor reporting obligations and deadlines
• Tracking all pipeline deals and coordinating with various internal teams to ensure deals meet the account’s investment guidelines / limitations
• Collaborating with Direct Lending on deal activities to ensure accurate reporting
• Reviewing and assessing deal memos to ensure SMA compliance with investment guidelines
• Helping the team prepare for monthly / quarterly calls with investors by putting together reference materials with relevant credit and portfolio performance updates
• Coordinating regularly with Finance, Treasury, Operations and Legal & Compliance Teams
• Identifying opportunities for process improvements and working with Technology Solutions on automation projects
• Leading and driving ad-hoc project

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