Assistant Vice President or Senior Associate - Investor Diligence

Position Information

Hiring Manager:

Associate Director

Department:

Global Product Group

Department Overview

The Global Product Group (“GPG”) is a component of the Investor Partners Group (“IPG”) that is responsible for the investor product lifecycle, spanning product ideation and development, product marketing and execution, product management and reporting. The team oversees, manages and seeks to optimize the Firm’s existing suite of investor products. GPG collaborates with Firm leadership and business unit leaders to plan and execute high impact projects such as new fund launches, product extensions, customized separate account vehicles and new multi-product strategic partnerships. The team also serves as the product expert for the Firm’s investor product offerings.

Position Responsibilities

This individual will help scale the quality, consistency and efficiency of investor-facing content across the Global Product Group. This individual will work with Investor Relations, Product, Marketing, Legal & Compliance and Technology Teams. The successful candidate will be an excellent writer and editor with the ability to manage cross-functional projects and deliver accurate, audience-appropriate responses under tight deadlines.

Primary duties and responsibilities include, but are not limited to:

• Content Management (~ 50% of time spent) 
  • Owning and continuously improving the centralized library of approved content including standard responses, supporting data and templates
  • Establishing and maintaining taxonomy, metadata, naming conventions, version control, ownership and review cadences
  • Coordinating content refreshes with subject-matter experts and managing reviews with Legal & Compliance and other control functions
  • Identifying content gaps, duplication and inconsistent language and driving remediation through completion
  • Developing guidance, templates and training to support effective use of approved content
• Projects & Process Improvement (~ 30% of time spent) 
  • Acting as a business lead for technology initiatives supporting content management and investor diligence including content repositories, request intake, workflow tools, dashboards and AI-enabled capabilities
  • Partnering with Technology and Change Management and external vendors through solution design, testing, implementation and post-launch adoption
  • Using workflow and content analytics to identify bottlenecks and opportunities for automation and improved self-service
  • Preparing quarterly and ad hoc reporting on content usage and user activity
• Investor Diligence (~ 20% of time spent) 
  • Managing and contributing to investor and consultant diligence requests including DDQs, RFPs, RFIs, data requests and bespoke meeting materials
  • Triaging requests based on complexity, deadline, audience and required approvals; establishing workplans and coordinating inputs across departments
  • Drafting and synthesizing responses accurate responses tailored to the question and audience
  • Converting approved responses into reusable institutional content where appropriate
  • Performing quality control across narrative, data, formatting, defined terms and approved disclosures

Candidate Requirements

Required Qualifications & Experience:

• Bachelor’s degree
• 4+ years of experience in a product or investor diligence role at an asset management firm
• 2+ years of experience drafting and editing RFPs, DDQs, RFIs and other investor requests
• Experience with an RFP content management system such as Responsive
• Understanding of investment products, fund structures and key investment concepts
• Experience managing projects in a deadline-driven environment
• Editing and quality control experience with a focus on accuracy and consistency
• Ability to take initiative and work independently while demonstrating strong teamwork
• Ability to communicate complex information clearly and effectively across written and verbal formats
• 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

Preferred Qualifications & Experience:

• Experience participating in and / or leading business technology projects
• Demonstrated experience within private markets, credit or alternative investments
• Experience with data visualization platforms such as Power BI
• Experience with CRM systems such as Microsoft Dynamics

Critical Competencies for Success

Our Gold Standards define key behaviors and competencies across 4 dimensions:  Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. 

• Leadership:  Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.

• Achieving Results:  Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.

• Personal Effectiveness:  Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Thinking Critically:  Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Industry Knowledge:  Demonstrates an understanding of the Firm’s position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.

• Firm and Product Knowledge:  Demonstrates an understanding of the Firm’s investment strategies, client base, products and investor needs, including the Firm’s structure and competitive advantage in the marketplace.

• Innovation:  Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.

• Project / Program Management:  Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.

• Analytics:  Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.

• Data and Content Stewardship:  Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.

• Relationship Management:  Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

Compensation and Benefits

For New York Only: It is expected that the base salary range for this position will be $165,000 to $180,000 for an Assistant Vice President and $140,000 to $160,000 for a Senior Associate. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.

Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.