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Golub Capital - New York, NY

posted about 1 month ago

Full-time - Mid Level
New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Planning & Operations ('P&O') Group drives planning, analytics, data management and technology projects while providing operational support for the Investor Partners Group ('IPG'), which has primary responsibility for all of Golub Capital's business development and client relationship management activities. The team possesses both a deep understanding of IPG's needs as well as a strong set of unique technical expertise. The Business Operations subgroup manages the operational responsibilities for client-facing teams including reporting, fund close processes, data initiatives and technology projects. Business Operations works very closely with the Global Institutional Sales and Private Wealth Americas Team to provide support for the day-to-day client-service activities.

Responsibilities

  • Collaborating with the Private Wealth Americas Team to gain a comprehensive understanding of their business needs and objectives
  • Collecting and documenting crucial business requirements for projects, including the design of new reports and the development of streamlined workflows and processes
  • Proactively managing vendor relationships with Transfer Agents, Fund Administrators and digital service providers / platforms (e.g., DST, iCapital, +Subscribe, CAIS)
  • Ensuring comprehensive documentation and maintenance of all critical Investor Services business processes to support operational efficiency
  • Identifying, communicating, and tracking key achievements, action items and potential issues to ensure timely completion

Requirements

  • 7+ years of financial industry experience; 3+ years of relevant experience in the Alternative Asset Management industry
  • Expertise in business analysis and project management, demonstrating the ability to drive projects to successful completion
  • Knowledge of the investor lifecycle, including onboarding, maintenance and wind-down procedures of alternative investment funds
  • Experience working closely with technology / service provider vendors
  • Strong communication and problem-solving skills with an ability to adapt to changing business needs
  • Abide by our work-in-office policies then in effect

Benefits

  • 401(k) eligibility
  • Various paid time off benefits such as vacation, sick time and parental leave
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