Senior Associate (Team Lead), Investor Communications - Documentation Team
Golub Capital • Chicago, IL57d • $80,000 - $120,000 • Hybrid
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Senior Associate (Team Lead), Investor Communications - Documentation Team
Golub Capital•Chicago, IL
•$80,000 - $120,000•Hybrid
About The Position
The Senior Associate (Team Lead) will join the Firm's growing Investor Communications Group which serves as a key point of contact for the Firm’s investor base.
Requirements
- Bachelor’s degree required
- 5+ years of related experience
- Experience managing direct reports is required
- Proven leader with ability to motivate team members especially during periods of high investor volumes
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Demonstrated ability to work well both independently and as part of a team
- Proficiency in Excel
Nice To Haves
- Strong understanding of KYC requirements and / or CIMA AML is a plus
- Knowledge of Microsoft Dynamics is a strong plus
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Responsibilities
- Serving as the primary escalation point, providing guidance, training and development to team members
- Monitoring team capacity, metrics and priorities, reallocating resources as needed to ensure timely execution
- Leading and coordinating calls with internal stakeholders and external legal partners
- Overseeing investor account onboarding and ongoing maintenance, including the review and analysis of subscription, fund legal, AML/KYC and related documentation
- Managing the internal review process for onboarding documentation across new and existing funds
- Providing oversight for Investor Communications initiatives and related projects
- Ensuring the accuracy and quality of CRM data and team deliverables
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
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