Documentation Analyst (Or Junior Analyst), Investor Communications Team

Position Information
Hiring Manager:
Senior Director
Department:
Investor Communications
Position Responsibilities
The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department. The Investor Communications Group serves as a key point of contact to the Firm's investor base. This role requires a motivated individual who takes a proactive approach to working with other team members and departments and is able to manage tight deadlines in a detail-oriented, process-driven environment.
Responsibilities include but are not limited to:

• Processing new investor subscriptions including the collection and analysis of legal documentation
• Building out working procedures to be utilized by the team which will ensure a consistent process is followed
• Reviewing new lender agreements and building out Investor Communications requirements
• Participating in the review process of critical Investor Communications projects
• Internal review of onboarding documentation provided to investors
• Entering and reviewing information in the CRM databases
• Corresponding with Back Office Teams on day-to-day and ad-hoc activity
• Participating, on occasion, in calls with internal and external legal partners and clients
• Liaising with clients during the onboarding phase for the purpose of processing subscription documents and gathering Anti-Money Laundering documentation

Candidate Requirements
Qualifications & Experience:

• Bachelor's degree required
• At least 1 years of relevant experience
• Strong understanding of AML and CAMS designation preferred
• Meticulous attention to detail and accuracy
• Paralegal background or experience reviewing legal documentation is a plus
• Excellent organizational and prioritization skills
• Proven ability to work well both independently and as part of a team
• Experience reviewing and understanding entity formation / organization documents
• Proficient in MS Office products, specifically Word and Excel
• Knowledge of Microsoft Dynamics and Refinitiv (World Check) is a plus

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.
• 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, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity.
• Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports.
• Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders.
• Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people.

Compensation & Benefits
Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.