What are the responsibilities and job description for the Vice President (or Assistant Vice President), Planning & Operations position at Golub Capital?

Position Information

Hiring Manager : Associate Director

Department : Structured Products

Department Overview

The Planning & Operations ("P&O") Group drives planning, analytics, data management and technology projects while providing operational support for the Investor Partners Group ("IPG"), which has primary responsibility for all of Golub Capital's business development and client relationship management activities. The team possesses both a deep understanding of IPG's needs as well as a strong set of unique technical expertise. The Business Operations subgroup manages the operational responsibilities for client-facing teams including reporting, fund close processes, data initiatives and technology projects. Business Operations works very closely with the Global Institutional Sales and Private Wealth Americas Team to provide support for the day-to-day client-service activities.

Position Responsibilities

Collaborating with the Private Wealth Americas Team to gain a comprehensive understanding of their business needs and objectives
Collecting and documenting crucial business requirements for projects, including the design of new reports and the development of streamlined workflows and processes
Proactively managing vendor relationships with Transfer Agents, Fund Administrators and digital service providers / platforms (e.g., DST, iCapital, Subscribe, CAIS)
Ensuring comprehensive documentation and maintenance of all critical Investor Services business processes to support operational efficiency
Identifying, communicating, and tracking key achievements, action items and potential issues to ensure timely completion

Candidate Requirements

Qualifications & Experience :

7 years of financial industry experience; 3 years of relevant experience in the Alternative Asset Management industry

Expertise in business analysis and project management, demonstrating the ability to drive projects to successful completion

Knowledge of the investor lifecycle, including onboarding, maintenance and wind-down procedures of alternative investment funds

Experience working closely with technology / service provider vendors

Strong communication and problem-solving skills with an ability to adapt to changing business needs

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.

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 New York Only : It is expected that the base salary range for this position will be $175,000 to $225,000 for a Vice President and $150,000 to $170,000 for an Assistant Vice President. 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 : $150,000 - $170,000

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Vice President (or Assistant Vice President), Planning & Operations

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