Junior Analyst - Chicago, United States - Golub Capital

Golub Capital
Golub Capital
Verified Company
Chicago, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
Position Information


Hiring Manager:
Manager


Department:
Investor Communications

Department Overview


The Investor Communications Group supports the Firm's capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm.

The group is responsible for investor services and acts as the liaison between clients and senior management.

The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance.

The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.

Position Responsibilities


The Junior Analyst (or Analyst) will join the Data Management Team ("DMT") within the Firm's growing Investor Communications ("IC") Department which serves as a key point of contact to the Firm's investor base.

This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight reporting deadlines and strong attention to detail.


Responsibilities will include but not be limited to:

  • Updating and managing investor information in CRM databases
  • Processing new investor subscriptions including the collection and analysis of contact information and wire instructions
  • Preparing investor reporting and other communications
  • Responsible for producing and managing metrics for the various DMT / IC functions
  • Adhoc IC projects related to data reconciliation efforts ensuring the integrity of all investor information across multiple systems
  • Assisting in preparing materials for weekly team meetings and quarterly investor meetings and calls
  • Correspond daily with internal teams on daytoday and adhoc activity

Qualifications & Experience:

  • Bachelor's degree required
  • 1+ years of relevant work experience
  • Knowledge of Microsoft Dynamics CRM a plus
  • Proficient in MS Office products, specifically Word and Excel
  • Excellent organizational and prioritization skills
  • Meticulous attention to detail and accuracy
  • Abide by our workinoffice policy then in effect
Critical Competencies for Success


Our Gold Standards Model defines 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.
  • 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.
  • 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.


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, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
  • Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
  • Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
  • Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscriptionrelated data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
  • Tax and AML

Regulatory Compliance:
Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to
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