Position Information
Hiring Manager :
Assistant Vice President
Department : Operations
Department Overview
Operations is comprised of two separate departments, each with distinct roles and responsibilities to ensure the proper segregation of duties. The Settlement and Funding Team is responsible for the pre-closing process including deal and fee structure, trade activity, document management, KYC and settlement coordination. Portfolio Administration is responsible for the booking of deals, daily servicing activity such as payment processing, advances and rate resets, as well as the maintenance of referential data. Operations play a pivotal role in the data integrity of the investment portfolios. The teams collaborate closely with many other areas of the Firm including the Front Office, Treasury, Tax and Fund Accounting.
Position Responsibilities
The Operations Intern primary duties and responsibilities include, but are not limited to :
- Support monthly Operations close processes
- Assist with cash wire creation and input to banking portals
- Submit daily LIBOR and f / x rates from Bloomberg
- Compile Operations metrics for quarterly leadership meetings / reporting
- Provide operational support to team members, as needed
- Help with workflow diagramming and process mapping leveraging MS Visio
- Help create training materials for team training
- Ad-hoc projects and requests
Candidate Requirements
Qualifications & Experience :
Junior attending local university interested in financial servicesWorking knowledge / proficiency with ExcelAbility to take initiative and work in a fast-paced environment, manage time and priorities under pressure and meet deadlinesHighly collaborative nature and able to work independently or on a teamStrong communication, analytical and detail-orientation skillsAbide by our work-in-office policies then in effectAdditional Information
Interns have a 40-hour-per-week assignment that last 10 weeks (June 2nd - August 8th)Hybrid work scheduleHousing assistance will be available for eligible candidatesCritical 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.
Innovative Mindset : Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.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.Loan Markets and Credit Agreements : Applies knowledge of financial and accounting principles and terminology related to the loan market and credit agreements and utilizes relevant systems and portals to carry out operations.Settlements Process : Understands the process of funding and settling trades and other agreements. Ensures accuracy in documentation and works with various parties to carry out the process.Portfolio Administration : Manages daily processing related to agented and non-agented deals (e.g., rollovers, advances, credits, wire requests) for a portfolio and ensures cash is reconciled with loan accounting group.Golub Capital is an Equal Opportunity Employer.
