Senior Associate (Team Lead), Investor Communications - Documentation Team

Golub Capital•Chicago, IL

13d•$80,000 - $120,000

About The Position

The Senior Associate (Team Lead) will join Golub Capital’s growing Investor Communications Group, which serves as a key point of contact for the Firm’s investor base. The group supports capital-raising efforts across various products, strengthens investor relationships, provides investor services, supports onboarding and reporting, and maintains investor accounts in collaboration with department leadership, business unit heads, and the Business Development and Marketing Groups. The role provides day-to-day leadership for the Documentation Team, including guidance, training, and development for team members; oversight of team capacity, priorities, and deliverables; and coordination with internal stakeholders and external legal partners. The position oversees investor onboarding and account maintenance, including review and analysis of subscription, fund legal, AML/KYC, and related documentation. It also manages internal documentation review processes, supports Investor Communications initiatives and projects, and helps ensure CRM data and team deliverables are accurate and high quality.

Requirements

Bachelor’s degree required.
5+ years of related experience.
Experience managing direct reports is required.
Proven leadership ability, including motivating team members during periods of high investor volumes.
Meticulous attention to detail and accuracy.
Excellent organizational and prioritization skills.
Ability to work well both independently and as part of a team.
Proficiency in Excel.
Enthusiasm for working in an office and creating a Gold Standard hybrid work culture.

Nice To Haves

Strong understanding of KYC requirements and/or CIMA AML.
Knowledge of Microsoft Dynamics.

Responsibilities

Serve as the primary escalation point and provide guidance, training, and development to team members.
Monitor team capacity, metrics, and priorities, reallocating resources as needed to ensure timely execution.
Lead and coordinate calls with internal stakeholders and external legal partners.
Oversee investor account onboarding and ongoing maintenance, including review and analysis of subscription, fund legal, AML/KYC, and related documentation.
Manage the internal review process for onboarding documentation across new and existing funds.
Provide oversight for Investor Communications initiatives and related projects.
Ensure the accuracy and quality of CRM data and team deliverables.