Senior Associate, Investor Partners Group - COO Team
Golub Capital•New York, NY
•$140,000 - $165,000•Hybrid
About The Position
The Investor Partners Group (“IPG”) is a ~175-person department dedicated to developing and nurturing investor client relationships. IPG integrates new business development, client service, product specialists and product development to create a Gold Standard investor client experience. This individual will assist the IPG COO Team, Co-Presidents and senior business leaders with key initiatives, business challenges, cross-functional priorities and expanding business capabilities.
Requirements
- Bachelor’s degree required
- 4+ years of experience at a top-tier investment bank, investment management firm or consulting firm
- Financial services and / or asset management industry experience is required
- Strong Excel and PowerPoint skills are required
- Ability to synthesize and present complex information in a clear, concise and compelling manner
- Strong project management skills and ability to multitask
- Adept at interacting with senior executives, department heads and external partners
- Demonstrated experience in working with high-performing teams; ability to establish relationships and work effectively with a variety of business partners
- Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
- Highly motivated with the ability to work independently, set priorities and meet aggressive deadlines
- Excellent communication, presentation and interpersonal skills
- 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
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Nice To Haves
- MBA and / or CFA a plus
Responsibilities
- Supporting project leaders in the execution of critical initiatives; assisting with establishing governance and supervisory frameworks in partnership with Global Product Group, Sales and Planning & Operations Teams
- Supporting the development of business plans, budget forecasts and resourcing plans including quarterly, annual and 3-year plans
- Working with the IPG COO Team to ensure all projects are clearly defined, prioritized and completed on time, on budget and with excellent quality
- Preparing key financial analyses and reporting in partnership with the Strategic Accounting & Finance Team
- Assisting with preparation of presentations, analyses and recommendations for senior management
- Managing project plans, tracking milestones and supporting execution of key initiatives and expansion efforts
- Helping to drive process improvement through AI-enabled solutions
- Providing leverage to the IPG COO Team and sub-departments
- Becoming an expert on Golub Capital and the alternative asset management industry
- Keeping abreast of industry best practices and how those might be implemented at Golub Capital
Benefits
- 401(k) eligibility
- various paid time off benefits such as vacation, sick time and parental leave
- full range of medical, financial and / or other benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
