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The Product Specialist (“PS”) Team creates, updates and disseminates information, messaging and materials for investor communications initiatives and assists Marketing in developing information, messaging and communications materials for other audiences. The Team works with Firm leadership, other Investor Partners Group (“IPG”) Teams, Direct Lending and Broadly Syndicated Loans, Structured Finance, Fund Accounting and Compliance to create and disseminate information that is timely, accurate, on-brand and on-message. In addition, the Team assists Business Development in technical discussions with potential and current investors. The Team also frequently develops and / or presents content for investor-oriented presentations, panels and speaking opportunities.
The Separately Managed Account (“SMA”) Team within PS is responsible for managing separately managed account and fund-of-one clients for the Firm. The SMA Team are subject matter experts for the account investment guidelines and ensure compliance with the clients’ investment agreements. The team also compiles customized reporting for SMA clients and ensures timely delivery.
Position Responsibilities
The SMA Team seeks a Vice President with experience in leveraged finance banking or private credit / direct lending underwriting to serve as a point of contact for separately managed account clients and as a subject matter expert for the separately managed account program.
Primary duties and responsibilities include, but are not limited to:
Becoming an expert in each client’s investment guidelines and regularly reviewing deal and portfolio-level data to ensure the Firm is complying with the client’s investment management agreement
Assisting with onboarding new accounts and coordinating with IPG and internal partners to identify and document account-specific requirements
Developing a process to identify event triggers that may impact the separately managed account portfolios and proactively communicating any impacts to clients
Participating in monthly and quarterly calls with investors by providing market updates and relevant portfolio performance updates
Daily coordination with various internal teams to ensure Investment Guideline compliance and new account onboarding
Identifying opportunities for process improvements and working with Technology Solutions on automation projects
Review reporting SMA client deliverables for accuracy and completeness
Leveraged finance / private credit deal background and knowledge will be used to properly assess SMA eligibility for transactions, reporting accuracy, and provide individual credit performance updates to SMA clients.
Candidate Requirements
Qualifications & Experience:
Bachelor’s degree required, CFA is a plus
8+ years of experience within investment management, private credit experience strongly preferred
Previous credit investment or leveraged finance experience is ideal, coupled with strong understanding of portfolio and deal-level data
Detailed understanding of fund terms and structures
Experience maintaining relationships with separately managed account clients
Excellent interpersonal, communication and presentation skills
Ability to multi-task, problem solve and adapt to changing priorities
Client-centric approach, dedicated to delivering outstanding client experiences and solutions
Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment
Abide by our work-in-office policies then in effect
Critical Competencies for Success:
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.
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 & Benefits
For New York Only: It is expected that the base salary range for this position will be $170,000 to $220,000. 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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