Assistant Vice President (or Senior Associate), Investor Diligence

Golub Capital • New York, NY

1d • $140,000 - $180,000

About The Position

The Assistant Vice President or Senior Associate, Investor Diligence will help scale the quality, consistency and efficiency of investor-facing content across the Global Product Group (GPG), part of the Investor Partners Group. GPG is responsible for the investor product lifecycle, including product ideation and development, marketing and execution, product management and reporting. It oversees and seeks to optimize the Firm’s investor products, collaborates with Firm leadership and business unit leaders on high-impact initiatives, and serves as the product expert for the Firm’s investor offerings.

The role works with Investor Relations, Product, Marketing, Legal & Compliance, Technology and other teams. It combines ownership of a centralized library of approved content, business leadership on technology and process-improvement initiatives, and management and drafting of investor and consultant diligence responses. The successful candidate is an excellent writer and editor who can manage cross-functional projects and deliver accurate, audience-appropriate responses under tight deadlines.

Content management accounts for approximately 50% of the role. The individual owns and continually improves the centralized library of approved content, establishes and maintains content governance, coordinates reviews and refreshes, identifies gaps and inconsistencies, and develops guidance, templates and training.

Projects and process improvement account for approximately 30% of the role. The individual acts as a business lead for technology initiatives supporting content management and investor diligence, partners with internal teams and external vendors through design, testing and implementation, analyzes workflows and content usage, and reports on usage and user activity.

Investor diligence accounts for approximately 20% of the role. The individual manages and contributes to DDQs, RFPs, RFIs, data requests and bespoke meeting materials; coordinates inputs and approvals; drafts and synthesizes accurate, audience-tailored responses; converts approved responses into reusable content where appropriate; and performs quality control.

Requirements

• Bachelor’s degree.
• At least 4 years of experience in a product or investor diligence role at an asset management firm.
• At least 2 years of experience drafting and editing RFPs, DDQs, RFIs and other investor requests.
• Experience with an RFP content management system, such as Responsive.
• Understanding of investment products, fund structures and key investment concepts.
• Experience managing projects in a deadline-driven environment.
• Editing and quality-control experience focused on accuracy and consistency.
• Ability to take initiative and work independently while demonstrating strong teamwork.
• Ability to communicate complex information clearly and effectively in written and verbal formats.
• Demonstrated ability to leverage AI tools in day-to-day work, with critical thinking to assess accuracy, limitations and appropriate use of AI-generated outputs.
• Enthusiasm for working in an office and creating a Gold Standard hybrid work culture.

Nice To Haves

• Experience participating in or leading business technology projects.
• Demonstrated experience in private markets, credit or alternative investments.
• Experience with data visualization platforms such as Power BI.
• Experience with CRM systems such as Microsoft Dynamics.

Responsibilities

• Own and continuously improve the centralized library of approved content, including standard responses, supporting data and templates.
• Establish and maintain content taxonomy, metadata, naming conventions, version control, ownership and review cadences.
• Coordinate content refreshes with subject-matter experts and manage reviews with Legal & Compliance and other control functions.
• Identify content gaps, duplication and inconsistent language, and drive remediation through completion.
• Develop guidance, templates and training to support effective use of approved content.
• Act as a business lead for technology initiatives supporting content management and investor diligence, including repositories, request intake, workflow tools, dashboards and AI-enabled capabilities.
• Partner with Technology, Change Management and external vendors through solution design, testing, implementation and post-launch adoption.
• Use workflow and content analytics to identify bottlenecks and opportunities for automation and improved self-service.
• Prepare quarterly and ad hoc reporting on content usage and user activity.
• Manage and contribute to investor and consultant diligence requests, including DDQs, RFPs, RFIs, data requests and bespoke meeting materials.
• Triage requests based on complexity, deadline, audience and required approvals; establish workplans and coordinate inputs across departments.
• Draft and synthesize accurate responses tailored to the question and audience.
• Convert approved responses into reusable institutional content where appropriate.
• Perform quality control across narrative, data, formatting, defined terms and approved disclosures.

Benefits

• Full range of medical, financial and/or other benefits, depending on the position offered.
• 401(k) eligibility.
• Paid time off benefits, including vacation and sick time.
• Parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior