Junior Analyst, Investor Communications

Golub Capital•Chicago, IL

7d•$60,000 - $80,000•Hybrid

About The Position

The Junior Analyst will join the Firm's Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role is well suited for a detail-oriented and proactive individual who can effectively manage competing priorities and collaborate across teams in a fast-paced environment.

Requirements

Bachelor’s degree required
Previous financial services work experience or internship experience strongly preferred
Meticulous attention to detail and accuracy
Excellent organizational and prioritization skills
Ability to work in a fast-paced environment
Strong interpersonal skills and ability to build relationships with internal and external stakeholders
Demonstrated ability to work well both independently and collaboratively within a team
Proficient in MS Office products, specifically Word and Excel
Knowledge of Microsoft Dynamics is a strong plus
Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Nice To Haves

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.
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.
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.
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.
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.
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.

Responsibilities

Executing Data Management Team service level agreements (SLAs) to ensure timely and accurate processing of investor requests
Onboarding and maintenance of investor accounts, including collecting and reviewing banking and investor contact information
Contributing to critical Investor Communications projects
Corresponding with other back-office teams on day-to-day and ad-hoc requests
Maintaining a positive culture during times of high volumes
Participating in internal and external calls and capturing follow-ups
Consistently meeting team metrics and adapting to changing priorities as needed
Ensuring timely completion of team deliverables and requests