Associate, Shareholder Services

Golub Capital • Chicago, IL

13h • $65,000 - $110,000 • Hybrid

About The Position

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:

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees