What are the responsibilities and job description for the Associate, Insurance Solutions position at Golub Capital?
Position Information
Hiring Manager:
Associate Director
Department:
Insurance Solutions
Department Overview
The Golub Capital Insurance Solutions Team (“GCIS”) is a component of the Investor Partners Group (“IPG”) and plays a pivotal role in leveraging the Firm's investment management expertise to insurance clients and, in turn, helping those firms meet long-term policyholder obligations and drive shareholder value. GCIS partners closely with insurers to offer tailored and diversified direct lending and capital solutions to meet their unique needs. GCIS partners with insurance companies in a number of ways, including via separately managed accounts, fund investments, rated vehicles, sidecar investment with asset management offerings and select minority stake investments. GCIS collaborates closely with other departments within IPG to execute fundraising and investor service plans in line with Firm objectives.
Position Responsibilities
This individual will support the GCIS team’s fundraising and relationship management efforts with a focus on Insurance and Separately Managed Account (“SMA”) Solutions, as well as engage in various research and other insurance related project work in support of the broader GCIS team.
Primary duties and responsibilities include, but are not limited to:
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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
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Providing a high level of client service and communication with SMA and other institutional clients
- 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 SMA client inquiries
- Analytical analysis to support technical client due diligence requests
- Identifying industry trends and analyzing insurer’s portfolios and filings to identify trends and potential opportunities
- Monitor and communicate relevant research and changes on regulatory developments in the US, Bermuda, and the UK, statutory reporting and other changing methodologies
- Developing and maintaining knowledge of Golub Capital’s product offerings, systems and processes to support and service prospect and client relationships
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, investment bank or accounting firm
- Experience working within a CRM database; Microsoft Dynamics experience a plus
- Strong interpersonal, verbal and written communication skills
- Strong quantitative, financial modeling and analytical 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
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
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, 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 $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.
Salary : $115,000 - $140,000
