Assistant Vice President

Golub Capital•New York, NY

1d•$140,000 - $175,000•Hybrid

About The Position

The Business Technology & Analytics Team (BT&A) supports the Firm through driving collaboration and advancement in business-centric technology, enabling the Firm to leverage data and technology assets for insights and day-to-day decision-making. This role will assist in the review and maintenance of portfolio company financial information, projects and provide support to end users with data quality initiatives.

Requirements

Bachelor’s degree required, preferably in Finance or Accounting
7+ years of relevant work experience
Knowledge and understanding of financial statements including income statements, balance sheets and cash flow statements
Strong working knowledge of Excel
Familiar with Microsoft Office and associated enterprise tools (e.g., Word, SharePoint, PowerBI)
Extreme attention to detail
Ability to take initiative and work independently while demonstrating strong teamwork
Must be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlines
Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs

Nice To Haves

Prior exposure to private credit, leveraged finance or asset management a plus
Experience with portfolio monitoring systems (e.g., Allvue, 73 Strings, Chronograph)

Responsibilities

Assisting in monitoring and analyzing a diverse portfolio of debt and equity financings
Monitoring data stewardship processes for data comprehensiveness, quality and ensuring standards are being adhered to
Proactively identifying opportunities for improvement throughout the full business process life cycle
Proactively monitoring report availability and accuracy, partnering with counterparts in Technology Solutions to resolve issues and ensure consistent and successful delivery of data requests and reports
Ensuring consistency and successful use of reporting systems utilized by the Firm
Identifying key systems used by the Firm to determine where relevant data is housed
Shepherding new investor data needs through the Data Governance process to draft and achieve approval of definitions, data owners / stewards and source systems
Defining associated data quality standards and monitoring procedures
Communicating with investment professionals to confirm details around borrower financial statements and cash flow activity
Liaising with Investor Reporting and Data Analytics Teams on ad hoc data requests and ongoing reporting projects
Conducting detailed analyses on large data sets with Microsoft Excel, using advanced functions
Validating key terms against investment team memos, credit agreements, amendments and other related documents