Analyst, Shareholder Services

Golub Capital • Chicago, IL

7d • $65,000 - $90,000 • Hybrid

About The Position

The Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach, ability to manage tight reporting deadlines and strong attention to detail.

Requirements

• Bachelor’s degree required
• 2+ years of relevant work experience
• Proficient in MS Office products, specifically Word and Excel
• Technical skills and financial background a strong plus
• Excellent organizational and prioritization skills
• Meticulous attention to detail and accuracy
• Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Nice To Haves

• Knowledge of Microsoft Dynamics CRM a plus
• Relationship and project management experience preferred

Responsibilities

• Helping to facilitate the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups
• Relationship manager for assigned RIA and Broker-Dealer operational contacts
• Responding timely to client inquiries and interacting with external third parties
• Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group
• Corresponding daily with internal teams on day-to-day and ad-hoc activity
• Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
• Leading or supporting initiatives such as onboarding new wirehouse clients, custom reporting and onboarding platform integrations
• Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
• Ad-hoc Investor Communications projects

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees