Senior Associate, Team Lead (Investor Communications, Documentation Team)

Golub Capital • Chicago, IL

23h • $80,000 - $140,000 • Hybrid

About The Position

The Senior Associate (Team Lead) will join the Firm's growing Investor Communications Group which serves as a key point of contact for the Firm’s investor base.

Requirements

• Bachelor’s degree required
• 5+ years of related experience
• Experience managing direct reports is required
• Proven leader with ability to motivate team members especially during periods of high investor volumes
• Meticulous attention to detail and accuracy
• Excellent organizational and prioritization skills
• Demonstrated ability to work well both independently and as part of a team
• Proficiency in Excel

Nice To Haves

• Strong understanding of KYC requirements and / or CIMA AML is a plus
• Knowledge of Microsoft Dynamics is a strong plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Responsibilities

• Serving as the primary escalation point, providing guidance, training and development to team members
• Monitoring team capacity, metrics and priorities, reallocating resources as needed to ensure timely execution
• Leading and coordinating calls with internal stakeholders and external legal partners
• Overseeing investor account onboarding and ongoing maintenance, including the review and analysis of subscription, fund legal, AML/KYC and related documentation
• Managing the internal review process for onboarding documentation across new and existing funds
• Providing oversight for Investor Communications initiatives and related projects
• Ensuring the accuracy and quality of CRM data and team deliverables

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: Mid Level