Associate, Product Specialist Jobs

Department Overview

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.

Position Responsibilities

The Associate will be responsible for providing key portfolio metrics to prospective and existing investors.

Primary duties and responsibilities include, but are not limited to:

• Ensuring that all client materials meet the highest quality standards and satisfy all specified business requirements
• Ensuring consistent portfolio analytics and reporting
• Collaborating with departments across the Firm to source product and portfolio information to respond to investor requests
• Assisting in routine updates of investor messaging and materials, including performance updates, investor communications related to fund offerings and standard diligence materials
• Handling investor driven data requests throughout the diligence phase of the fundraising process

Candidate Requirements

Qualifications & Experience:

• Intermediate Excel skills are required
• Bachelor’s degree or equivalent education required
• Strong interpersonal, verbal and written communication skills
• Ability to take initiative and work independently while demonstrating strong collaboration
• 2+ years of professional experience at a financial institution, investment manager or related business
• Ability to manage time and priorities in a fast-paced environment
• Outstanding attention to detail with excellent organizational and problem-solving skills

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.

• 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.
• 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.
• 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.
• 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.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• 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.
• Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.
• 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.
• 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.
• 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.
• 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.

Compensation & Benefits

For New York City Only: It is expected that the base salary range for this position will be $110,000 to $130,000. 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.