Associate Director (or Vice President), Product Specialist
About The Position
This individual will be responsible for supporting IPG’s fundraising efforts across all products and client channels. This individual will be responsible for communicating performance updates to existing clients, partnering with sales in new client conversations, providing data analytics, responding to information requests and drafting responses to investor inquiries. Becoming an expert in Golub Capital’s fund offerings; understanding the details of the Firm’s investment products and articulating them in verbal and written communication Participating in client conversations regarding fund offerings and performance including quarterly performance update calls and on-site due diligence meetings Contributing to new product launches and product-related initiatives including conceptualization, execution and ongoing management; liaising with internal partners and managing key deliverables Engaging with internal teams and developing client proposals for customized product solutions Contributing to the development of investor facing content (e.g., investor reporting, quarterly performance updates, thought leadership, portfolio analytics) and internal reference documents (e.g., FAQs, competitor analyses) Collaborating with departments across the Firm to source product and portfolio information to respond to investor requests Support and guide junior staff in the development of high-quality, timely content and work product
Requirements
- Bachelor’s degree required; CFA is a plus
- 8+ years of experience for a Vice President; 10+ years of experience for an Associate Director
- Investment management experience specifically focused on credit products
- Knowledge of private credit strategies and investment vehicles including BDCs, CLOs and private funds
- Experience with performance analytics and attribution regarding credit products
- High level of intellectual curiosity with a desire to develop and implement innovative solutions to solve sophisticated business challenges
- Outstanding verbal and written presentation skills
- Proven track record in forming relationships and working effectively with a variety of internal business partners
- Exceptional attention to detail, accuracy and drive to deliver high-quality work
- Excellent organizational and problem-solving skills while managing multiple priorities in a fast-paced environment
- Ability to take initiative and work independently while demonstrating strong teamwork
- Able and willing to travel (approximately 25%)
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Nice To Haves
- CFA is a plus
Responsibilities
- Becoming an expert in Golub Capital’s fund offerings; understanding the details of the Firm’s investment products and articulating them in verbal and written communication
- Participating in client conversations regarding fund offerings and performance including quarterly performance update calls and on-site due diligence meetings
- Contributing to new product launches and product-related initiatives including conceptualization, execution and ongoing management; liaising with internal partners and managing key deliverables
- Engaging with internal teams and developing client proposals for customized product solutions
- Contributing to the development of investor facing content (e.g., investor reporting, quarterly performance updates, thought leadership, portfolio analytics) and internal reference documents (e.g., FAQs, competitor analyses)
- Collaborating with departments across the Firm to source product and portfolio information to respond to investor requests
- Support and guide junior staff in the development of high-quality, timely content and work product
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
