Senior Associate, Investor Partners Group - COO Team

Socket.dev; New York (NY); Hybrid; USD 140,000 - 165,000; Full time

Benefits offered by this job

Hybrid work culture

Job summary

Golub Capital in New York seeks a capable professional to support the Investor Partners Group (IPG) COO team and senior leaders. You will help with strategic initiatives, budgeting, and governance, while ensuring timely, on-budget delivery of projects and rigorous financial analyses.

The role requires 4+ years in financial services or consulting, strong Excel/PowerPoint, and excellent communication. A hybrid office environment in NYC is offered with opportunities to influence process

Qualifications

• Bachelor’s degree required.
• 4+ years of experience in top-tier investment banking, investment management or consulting.
• Financial services/asset management experience required.
• Strong Excel and PowerPoint skills.
• Ability to synthesize and present complex information clearly.
• Strong project management skills with multitasking ability.
• Experience interacting with senior executives and external partners.
• Proven ability to work with high-performing teams and manage stress with deadlines.
• Experience leveraging AI tools and thinking critically about outputs.

Responsibilities

• Assist the IPG COO Team, Co-Presidents and senior leaders with initiatives.
• Support development of business plans, budgets and resource plans.
• Ensure projects are defined, prioritized and completed on time and budget.
• Prepare financial analyses and reporting with Strategic Accounting & Finance.
• Assist with presentations and recommendations for senior management.
• Manage project plans, milestones and execution of initiatives.
• Drive process improvement through AI-enabled solutions.
• Become an expert on Golub Capital and the asset management industry.
• Keep abreast of industry best practices and potential implementations.

Skills

Excel

PowerPoint

Project management

Financial analysis

Communication

AI tools

Executive interaction

Education

Bachelor's degree

MBA

CFA

Job description

Position Information

Hiring Manager:

Director

Department:

IPG - COO

Department Overview

The Investor Partners Group (“IPG”) is a ~175-person department dedicated to developing and nurturing investor client relationships. IPG integrates new business development, client service, product specialists and product development to create a Gold Standard investor client experience.

Position Responsibilities

This individual will assist the IPG COO Team, Co-Presidents and senior business leaders with key initiatives, business challenges, cross-functional priorities and expanding business capabilities.

Responsibilities include, but are not limited to:

• Supporting project leaders in the execution of critical initiatives; assisting with establishing governance and supervisory frameworks in partnership with Global Product Group, Sales and Planning & Operations Teams
• Supporting the development of business plans, budget forecasts and resourcing plans including quarterly, annual and 3-year plans
• Working with the IPG COO Team to ensure all projects are clearly defined, prioritized and completed on time, on budget and with excellent quality
• Preparing key financial analyses and reporting in partnership with the Strategic Accounting & Finance Team
• Assisting with preparation of presentations, analyses and recommendations for senior management
• Managing project plans, tracking milestones and supporting execution of key initiatives and expansion efforts
• Helping to drive process improvement through AI-enabled solutions
• Providing leverage to the IPG COO Team and sub-departments
• Becoming an expert on Golub Capital and the alternative asset management industry
• Keeping abreast of industry best practices and how those might be implemented at Golub Capital

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required; MBA and / or CFA a plus
• 4+ years of experience at a top-tier investment bank, investment management firm or consulting firm
• Financial services and / or asset management industry experience is required
• Strong Excel and PowerPoint skills are required
• Ability to synthesize and present complex information in a clear, concise and compelling manner
• Strong project management skills and ability to multitask
• Adept at interacting with senior executives, department heads and external partners
• Demonstrated experience in working with high-performing teams; ability to establish relationships and work effectively with a variety of business partners
• Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
• Highly motivated with the ability to work independently, set priorities and meet aggressive deadlines
• Excellent communication, presentation and interpersonal skills
• Demonstrated 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 outputs
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our 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.

• 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.

Compensation and Benefits

For New York Only: It is expected that the base salary range for this position will be $140,000 to $165,000. 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.