Associate, Investor Relations

Department Overview

The Global Institutional Sales Team (“GIS”) is a component of the Investor Partners Group (“IPG”) that is responsible for the investor facing activity of the Firm. The GIS Team manages relationships with existing investors and develop relationships with new investors. They target consultants, large foreign and domestic institutions, wealth management firms, family offices and individuals. They oversee the investor experience including the onboarding process, proactive updates and inbound inquiries. The teams collaborate closely with other departments to develop and execute fundraising and investor service plans in line with Firm objectives.

Position Responsibilities

This individual will support the GIS Team’s fundraising and relationship management efforts in the U.S. institutional investor channel.

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

• Supporting new business development opportunities through the prospective client due diligence process; coordinating information requests and investor meetings through the client decision-making process
• Updating relationship, pipeline and meeting information in the CRM
• Liaising with internal teams, including Direct Lending and Product Specialist, to coordinate prospect and client meetings
• Planning and organizing roadshows; coordinating conference participation including outreach and meeting scheduling
• Providing a high level of client service and communication
• Understanding reporting requirements / executing on deliverables in collaboration with the Product Specialist Team
• Coordinating quarterly and ad-hoc performance update meetings
• Working closely with internal teams, including Accounting, Operations and Investor Communications to respond to client inquiries
• Developing and maintaining knowledge of Golub Capital’s product offerings, systems and processes to support and service prospect and client relationships
• Assist with reporting and tracking of account outreach in coordination with the Planning & Operations Team

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 2 years of experience in a similar sales support capacity at an alternative or traditional asset management firm
• Experience working within a CRM database; Microsoft Dynamics experience a plus
• Strong interpersonal, verbal and written communication skills
• Outstanding attention to detail with excellent organizational and problem-solving skills
• Ability to take initiative and work independently while demonstrating strong collaboration
• Ability to multi-task, problem solve and adapt to changing priorities
• Ability to manage multiple responsibilities in a fast-paced environment
• Abide by our work-in-office policies 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.
• 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 & Benefits

For New York Only: It is expected that the base salary range for this position will be $115,000 to $140,000. 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.