Associate, Shareholder Services at Golub Capital

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

110000.0

Posted On

22 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investor Subscriptions, Redemptions, Transfers of Interest, Transfer Agent Coordination, Relationship Management, Issue Resolution, Client Inquiry Response, Investor Reporting, Account Maintenance, Process Improvement, System Enhancements, Workflow Optimization, Tax Compliance, AML Compliance, Data Governance, MS Office Proficiency

Industry

Financial Services

Description

Position Information Hiring Manager: Vice President Department: Investor Communications Department Overview The Investor Communications Department (“IC”) 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 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 Associate will join the Shareholder Services (“SS”) Team within the Firm's growing IC Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated and proactive individual with strong attention to detail to manage tight reporting deadlines. Responsibilities include but are not limited to: Facilitating the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups Relationship manager for assigned Wirehouse, RIA and Broker-Dealer operational contacts ensuring effective partnership and issue resolution Providing timely responses to client inquiries and interacting with external third parties to support investor needs Maintaining daily communications with internal teams to support ongoing operations and manage day-to-day and ad-hoc activity Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group Leading or supporting strategic initiatives, including onboarding new wirehouse clients, delivering custom reporting solutions and implementing onboarding platform integrations Partnering closely with the Technology Solutions Team to drive system enhancements and process improvements Engaging closely with third-party onboarding vendors and transfer agents to navigate, streamline and optimize operational workflows Ad-hoc IC initiatives and projects Candidate Requirements Qualifications & Experience: Bachelor’s degree required 3+ years of related experience, ideally at a wealth manager, custodian or asset manager with focus on alternative investments and retail products Demonstrated ability to meet deliverables, learn quickly and independently and improve processes Meticulous attention to detail and accuracy Proficient in MS Office products, specifically Word and Excel Technical skills and financial background a strong plus Knowledge of Microsoft Dynamics CRM a plus 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 $110,000. 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. Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored. Firm Overview Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of October 1, 2025, Golub Capital had over 1,000 employees and over $85 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the Middle East. For more information, please visit golubcapital.com.

Responsibilities

The Associate will manage the processing of new investor subscriptions, redemptions, and transfers of interest by coordinating communication between internal teams and external high-net-worth individuals or wealth managers. This role also involves acting as a relationship manager for operational contacts at Wirehouses, RIAs, and Broker-Dealers, ensuring timely responses to client inquiries and supporting ongoing operations.