Associate, Research & Data

Position Information
Hiring Manager
Assistant Vice President
Department
Structured Products
Department Overview
The Planning & Operations Group drives planning, data management and technology projects and provides operational support for the Investor Partners Group which has primary responsibility for all of Golub Capital’s business development and client relationship management activities.
Position Responsibilities
Primary duties and responsibilities include, but are not limited to:

• Reviewing and analyzing multiple data sources and summarizing findings in high-quality, fact-based formal reports intended to help the Sales Team prepare for meetings and events
• Conducting in-depth research and updating information on prospects to effectively anticipate the needs of the Sales Team
• Updating and managing client contact and relationship information in the CRM database (Microsoft Dynamics)
• Maintaining and monitoring data in the CRM to ensure information is up-to-date and accurate
• Processing meeting correspondence needs for pre-meeting and post-meeting action items
• Entering, reviewing, modifying and querying data in the CRM
• Assisting with researching prospects for the Sales Team
  

Candidate Requirements
Qualifications & Experience:

• Bachelor’s degree required
• 2 years of experience in a relevant role
• Experience working within a CRM database preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
• Excellent verbal and written communication skills including strong detail orientation and meticulous accuracy
• Ability to manage changing demands and tight deadlines 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.

• Deal Execution: Structures, negotiates and manages the deal process. Communicates with internal and external stakeholders to assess, initiate and execute deals.
• Product Knowledge: Uses knowledge of debt products to drive decisions and negotiations. Understands potential products that can be utilized to enhance verticals for the Firm and identifies optimal solution.
• Industry Knowledge: Demonstrates an understanding of the Firm's position in the lending industry as well as the securitization industry, including its complex structure and competitive advantages in the marketplace. Monitors industry trends and recognizes their relevancy and implications.
• Technical Analysis and Communication: Uses technical and financial analysis to develop insights and recommendations. Analyzes data and communicates findings in a manner that drives fact-based decision making.
• Product Documentation: Understands and reviews different forms of documentation, including term sheets and legal documents. Evaluates questions and requests regarding documentation language from investors in relation to the impact on the deal.
• Relationship Management: Establishes relationships with internal and external stakeholders to initiate and evaluate potential deals or investors.
  

Compensation And Benefits
For Illinois and New York Only: It is expected that the base salary range for this position will be $85,000 - $105,000. 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.