Assistant Vice President

Golub-Capital; New York (NY); Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Hybrid work

Job summary

Golub Capital seeks an Associate Director to support Business Technology & Analytics, reviewing portfolio company financials and guiding data quality initiatives. You will monitor data stewardship, ensure accurate reporting, and partner with technology teams to deliver timely data requests.

In this role you’ll leverage advanced Excel and PowerBI skills to analyze large datasets, support investor reporting, and drive improvements across the data lifecycle in a fast-paced, hybrid NY office.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 7+ years of relevant work experience.
• Experience with private credit, leveraged finance or asset management is a plus.
• Strong working knowledge of financial statements (income statements, balance sheets, cash flow).
• Advanced Excel and Microsoft Office proficiency.

Responsibilities

• Review and maintain portfolio company financial information.
• Monitor data stewardship for accuracy and completeness.
• Identify opportunities to improve business processes and data delivery.
• Coordinate with Investor Reporting and Data Analytics on ad hoc requests.
• Liaise with teams to ensure data is accessible and trusted.

Skills

Financial analysis

Advanced Excel

Data governance

AI tools

Portfolio monitoring

Detail orientation

Education

Bachelor’s in Finance or Accounting

Tools

Allvue

73 Strings

Chronograph

PowerBI

SharePoint

Job description

Position InformationHiring Manager:Associate DirectorDepartment:Business Technology & AnalyticsDepartment OverviewThe Business Technology & Analytics Team (BT&A) supports the Firm through driving collaboration and advancement in business-centric technology, enabling the Firm to leverage data and technology assets for insights and day-to-day decision-making.Position ResponsibilitiesThis role will assist in the review and maintenance of portfolio company financial information, projects and provide support to end users with data quality initiatives.Responsibilities include, but are not limited to:Assisting in monitoring and analyzing a diverse portfolio of debt and equity financingsMonitoring data stewardship processes for data comprehensiveness, quality and ensuring standards are being adhered toProactively identifying opportunities for improvement throughout the full business process life cycleProactively monitoring report availability and accuracy, partnering with counterparts in Technology Solutions to resolve issues and ensure consistent and successful delivery of data requests and reportsEnsuring consistency and successful use of reporting systems utilized by the FirmIdentifying key systems used by the Firm to determine where relevant data is housedShepherding new investor data needs through the Data Governance process to draft and achieve approval of definitions, data owners / stewards and source systemsDefining associated data quality standards and monitoring proceduresCommunicating with investment professionals to confirm details around borrower financial statements and cash flow activityLiaising with Investor Reporting and Data Analytics Teams on ad hoc data requests and ongoing reporting projectsConducting detailed analyses on large data sets with Microsoft Excel, using advanced functionsValidating key terms against investment team memos, credit agreements, amendments and other related documentsCandidate RequirementsQualifications & Experience:Bachelor’s degree required, preferably in Finance or Accounting7+ years of relevant work experiencePrior exposure to private credit, leveraged finance or asset management a plusKnowledge and understanding of financial statements including income statements, balance sheets and cash flow statementsStrong working knowledge of ExcelFamiliar with Microsoft Office and associated enterprise tools (e.g., Word, SharePoint, PowerBI)Experience with portfolio monitoring systems (e.g., Allvue, 73 Strings, Chronograph)Extreme attention to detailAbility to take initiative and work independently while demonstrating strong teamworkMust be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlinesDemonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputsEnthusiastic about working in office and creating a Gold Standard hybrid work cultureCritical Competencies for SuccessOur Gold Standards define 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.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.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.The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.Business Partnerships & Collaboration: Establishes and develops long-term partnerships with counterparts in Technology Solutions and business units across the firm.Business, Technology & Data Fluency: Articulate technology and data concepts in the language of business users and seek out patterns and insights from our data that are potentially impactful to the business.Quality & Consistency: Set firmwide standards for data quality and apply them consistently.Innovation & Long-Term Thinking: Constantly seek better ways to do things and utilize technology, even if the benefits will not be seen immediately. Stay one step ahead of business counterparts by anticipating what they will ask for next.User-Centric Thinking: Do everything with the end-user in mind and find ways to remove barriers and make high-quality information easy to find and use.Compensation & BenefitsFor New York Only: It is expected that the base salary range for this position will be $140,000 to $175,000. 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.Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.