Assistant Vice President, Product Specialist (Investor Diligence)

Golub Capital

3mo ago

Job
Full-time
Senior & Expert Level
Product
$160K - $190K
Chicago, +1

AI generated summary

You must have a Bachelor’s degree, 7+ years of financial institution experience, ability to manage time effectively, exceptional attention to detail, strong teamwork skills, and experience with RFPs and DDQs.
You will manage investor diligence requests, update content management systems, develop client-friendly materials, build relationships across the firm, and become an expert in private credit and Golub Capital products.

Requirements

Bachelor’s degree required
7+ years of experience at a financial institution, investment manager or similar business; previous experience with RFPs and DDQs
Experience with Responsive (formerly RFPIO) or a similar system
Exceptional attention to detail with excellent organizational and problem-solving skills
Ability to self-manage time and priorities in a fast-paced and deadline driven environment
Ability to take initiative and work independently while demonstrating strong teamwork
Strong interpersonal, verbal and written skills
Abide by our work-in-office policies then in effect

Responsibilities

Responding to investor diligence requests and providing supporting data and materials as needed
Supporting a reliable, scalable and forward-thinking process for answering investor questions, including Requests for Proposals (“RFPs”), Due Diligence Questionnaires (“DDQs”) and other internal and external communications
Maintaining the team’s content management system, Responsive (formerly RFPIO) and collaborating with subject-matter experts to ensure content is regularly reviewed and updated (or retired)
Updating and managing the diligence materials library and developing compelling, client-friendly materials that distinguish the Firm from its competitors
Developing relationships with key partners across the Firm to understand and clearly respond to product inquiries
Becoming an expert on Golub Capital products and developing a deep understanding of private credit
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.
Industry Knowledge: Demonstrates an understanding of the Firm’s position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.
Firm and Product Knowledge: Demonstrates an understanding of the Firm’s investment strategies, client base, products and investor needs, including the Firm’s structure and competitive advantage in the marketplace.
Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.
Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
Analytics: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.
Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.
Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

FAQs

What is the role of the Product Specialist Team in Investor Diligence?

The Product Specialist Team is responsible for creating, updating, and disseminating information, messaging, and materials for investor communications initiatives. They also assist Marketing in developing materials for other audiences and work closely with various teams within the organization to ensure information is timely, accurate, on-brand, and on-message. Additionally, they support Business Development in technical discussions with potential and current investors and often develop content for investor-oriented presentations and speaking opportunities.

Golub Capital

Finance

Industry

501-1000

Employees

1994

Founded Year

Mission & Purpose

Golub Capital is a market-leading, award-winning direct lender and experienced credit asset manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of October 1, 2023, Golub Capital had over 850 employees and over $60 billion of capital under management, a gross measure of invested capital including leverage. The firm has lending offices in New York, Chicago, Miami, San Francisco and London. For more information, please visit golubcapital.com.