Senior Associate (Team Lead), Investor Communications - Documentation Team
$80k - $120kGolub Capital BDC Inc
- # **Position Information****Hiring Manager:**Vice President**Department:**Investor Communications**Department Overview**The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives.**Position Responsibilities**The Senior Associate (Team Lead) will join the Firm's growing Investor Communications Group which serves as a key point of contact for the Firm’s investor base.Responsibilities include, but not limited to: * Serving as the primary escalation point, providing guidance, training and development to team members* Monitoring team capacity, metrics and priorities, reallocating resources as needed to ensure timely execution* Leading and coordinating calls with internal stakeholders and external legal partners* Overseeing investor account onboarding and ongoing maintenance, including the review and analysis of subscription, fund legal, AML/KYC and related documentation* Managing the internal review process for onboarding documentation across new and existing funds* Providing oversight for Investor Communications initiatives and related projects* Ensuring the accuracy and quality of CRM data and team deliverables**Candidate Requirements***Qualifications & Experience:** Bachelor’s degree required* 5+ years of related experience* Experience managing direct reports is required* Proven leader with ability to motivate team members especially during periods of high investor volumes* Strong understanding of KYC requirements and / or CIMA AML is a plus* Meticulous attention to detail and accuracy* Excellent organizational and prioritization skills* Demonstrated ability to work well both independently and as part of a team* Proficiency in Excel* Knowledge of Microsoft Dynamics is a strong plus* Enthusiastic about working in office and creating a Gold Standard hybrid work culture**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, 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**For Illinois Only: It is expected that the base salary range for this position will be $80,000 to $120,000. 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 and, for California residents, the for information on how your personal data is collected, processed and stored.
- J-18808-Ljbffr Golub Capital BDC Inc
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Associate (Team Lead), Investor Communications - Documentation Team in Chicago, IL vacancy
- ...currently seeking qualified Physical Therapists to join their dynamic team in Burbank, Illinois. You will evaluate and treat patients... ...care plans, supervising assistants, and ensuring documentation accuracy. This role is perfect for dedicated individuals looking...Senior
$77k - $202k
...OpportunityAs a Project Manager- Senior Associate- Commercial Technology &... ...leverage strong organizational and communication skills to effectively manage teams and stakeholders. As a Senior Associate... ...and maintaining project documentation to support governance and compliance...SeniorFull timeH1bPwC
Chicago, IL8 hours ago- ...Hospital of Chicago is seeking a Senior Cardiac Sonographer to lead and support our sonography team across on‑site and outreach... ...adherence while maintaining documentation and daily echo operations.... ...pediatric echo, and BLS. Strong communication and leadership are essential;...Senior
- ...firm based in Chicago is seeking an Investor Relations Associate to join its team. This is a high-visibility role... ..., reporting, and investor communications. What You'll Do Serve as a key point... ...collaborating well with a small, senior team Strong analytical instincts...SuggestedWork at office
- First Recruiting, LLC seeks an Associate to join its Investor Relations Team in Chicago, supporting Wealth Sales and Fundraising. You will develop product... ...knowledge, prepare client materials, and manage communications across North America. The ideal candidate has 1-2+ years...Suggested
$124k - $178k
...and prioritize feedback from GTM/Sales teams to influence product priorities/strategy... ...Management, Go-To-Market, and Sales leadership.Lead rollout of product features and... ...successful sales activation strategy. Develop communications internally for sellers (docs, sales...SeniorGoogle
Chicago, IL5 days ago$127k - $200k
What You'll DoThe Senior Associate supports the management and growth of... ...operations, and asset management teams.The position will support... ...management. Effective communicator with the ability to present... ...EthicsFor Principal Global Investors positions, you’ll need to follow...SeniorHourly payPermanent employmentTemporary workWork experience placementH1bWork at officeRemote workPrincipal Financial Group
Chicago, IL1 day ago$130k - $170k
...alerting logic, and evidence documentation standards. Define SOPs,... ...fraud investigations as the team's first dedicated hire. Work... ...written and verbal communication skills. Able to explain complex... ...demonstrated path toward building and leading a fraud team over time....SeniorFull timeWorldwideCoinflow
Chicago, IL5 days ago$135k - $195k
...Wyman – Consumer, Telco & Technology – Senior Consultant or Associate Job Specification Practice... ...wireless and wireline equipment and communications service providers: enterprise IT,... ...critical members of our consulting team, working side-by-side with our clients...SeniorMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per weekOliver Wyman Group
Chicago, IL3 days ago- ...professional to draft account-specific documents and review complex language requests. You... ...audits for accuracy, and oversee daily team operations while liaising with management... ...judgment, timely task execution, and effective communication with stakeholders across departments...Senior
- Warrior Insurance Network in Illinois seeks a seasoned Casualty Claims Management Supervisor to lead a team of adjusters. This hybrid role after training allows work at Bedford Park or Oak Brook, near Chicago. You will supervise the Casualty Claims unit, ensure compliant...Senior
- ..., Inc. is seeking an Executive Search Senior Associate to advance all phases of the recruitment... ...while maintaining high-quality communications and ethics. The role emphasizes research... ...executives, and collaboration across global teams, offering strong career growth and...Senior
$49.31k - $65.42k
...insights, content and creative production, communications and strategy, finance and marketing,... .... Overview The role of the Senior Associate, Planning is to be the day‑to‑day steward... ...setting for respective Associates. Our team is energetic, fun and collaborative. We...SeniorTemporary workFreelanceFlexible hoursShift work$140k - $170k
...progress as individuals and as a team. We continually look to evolve... ...available to all stakeholders, reducing communication burdens and overall confusion. About the Role The firm's Senior Associate Attorney position will support and lead companies through the process of...SeniorPermanent employmentFull timeFor contractorsH1bWork at officeImmediate startWork visaMeltzer Hellrung LLC
Chicago, IL1 day ago- Oliver Wyman is seeking an OWA Senior Manager to lead the AI SWAT Team, driving strategic actuarial AI initiatives and coordinating with Sponsors and... ...agile workstreams, backlog ownership, and executive communication. Ideal candidates will have 10+ years at the C-suite or...SeniorRemote job
$86.8k - $217.1k
IQVIA is growing! Hiring multiple Senior Data Team Leads across our FSP (Functional Service Provider) and Traditional (Sponsor-Agnostic) delivery... ...of GCP, ICH, and clinical research processes.Excellent communication and leadership skills.An equivalent combination of...SeniorFull timePart timeImmediate startRemote workWork from homeWorldwideIQVIA
Chicago, IL5 days ago- Sterling Engineering is seeking a Senior Technical Recruiter/Team Lead in Westchester, IL. You will oversee both your recruiting production and the day-to-day success of your team, partnering with Sales and Divisional Leadership to prioritize hiring and drive activity....Senior
$77.7k - $146.9k
RSM in Chicago is looking for a Senior Consultant to lead teams in their Financial Services Risk Consulting practice. This role involves providing subject-matter expertise in the insurance sector, managing client projects, and conducting risk assessments. Candidates should...Senior- ...Company Overview A leading alternative investment manager is seeking a Senior Associate, Treasury to join its Chicago-based team. This position offers the... ...repayment, and lender communication requests related to... ...operational reviews, process documentation, and special projects...SeniorFull time
Selby Jennings
Chicago, IL4 days ago $115k - $130k
Investor Relations Associate (Digital Assets) Get AI-powered advice... ...to their team. This role spans investor... ...fundraising processes and documentation. Enhance and... ...Support ongoing communication with existing and... ...collaboration with senior leadership. Lead improvements to...Full timeWork at office- ...Deerpath Capital is a leading direct lending... ...providing first lien, senior debt financing to... ...well as overseas investor relations offices... .... The Senior Associate will work closely with senior deal team members and provide... ...structuring. Coordinate documentation workstreams,...SeniorFull timeWork experience placementOverseas
Deerpath Capital
Chicago, IL3 days ago - ...administration. Our dedicated recruitment team focuses on delivering highly qualified... ....Job Title: Corporate Restructuring (Senior Associate) Job Location: Chicago, IL Description:... ...including negotiating and drafting loan documents, exercising remedies and drafting core...SeniorContract workWork at office
HonorVet Technologies
Chicago, IL2 days ago $150k - $200k
...Senior Associate, Operations (AI) Location: Chicago, IL | Type: Full Time... ...s deal, operations, and firm teams actually use every day. You'll... ...training materials and help lead sessions that build AI awareness... ...over time Own the firm's document infrastructure: file taxonomy...SeniorFull timeElios AI
Chicago, IL1 day ago$70k - $140k
...that actually move the needle? As a Senior in our M&A Tax practice, you’ll... ...high-quality client deliverables Communicate effectively with engagement teams to ensure consistent client... ...transaction-related tax data and documentation Assist with tax research and ad hoc...SeniorFull timeContract workCohen & Company
Chicago, IL5 days ago$110.4k - $140.76k
As a Workday Senior Associate, you’ll perform advisory and implementation... ...the greater Transformation team to help clients make the... ...build phasesResponsible for documenting business requirements, system... ...verbal and written communication skillsKnowledge of software...SeniorWork experience placementGrant Thornton
Chicago, IL1 day ago$77.7k - $146.9k
We are the leading provider of professional services to the middle market globally... ...Compliance & Emerging Risk Senior Associate will be an integral team member, assisting with planning engagements... ...compliance assessments, preparing documentation, and delivering high-quality...SeniorFull timeWork experience placementInternshipLocal areaRSM International
Chicago, IL3 days ago$100k - $125k
...integration: We encourage our team to balance work with... ..., calculation, and documentation of quality of earnings and... ...effortsTo be a good fit for our Senior Associate role you will have:... ...writing and communication skillsExperience leading meetings with various members...SeniorFull timeWork at officeEmbark Consulting
Chicago, IL1 day ago- # Senior Associate Graphic Designer- Brand, Creative TeamJPMorgan Chasevia... ...on the Brand, Creative team, you'll concept and produce... ...design, brand design, or visual communication design.* Bachelor's degree in... ...Advertisement**ABOUT US** Chase is a leading financial services firm,...SeniorFreelance
- ...join our collaborative team as a Senior-level Architectural Program Associate. As a Senior Architectural... ...in AutoCAD ~ Strong communication and collaboration... ...eligibility verification document form upon hire. About us: RGLA is a leading retail design and architecture...SeniorFull timeFor contractorsWork at officeLocal areaRemote workFlexible hours
RGLA Solutions, Inc.
Chicago, IL4 days ago $77.33k - $157.67k
...integral part of a dynamic team at one of the worlds... ...currently seeking a Senior Associate to join our Trade and... ...and specification documents, perform system... ...Demonstrated ability to lead client engagements and... ...ManagementExcellent verbal and written communication skills, along with...SeniorLocal areaKPMG
Chicago, IL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate (Team Lead), Investor Communications - Documentation Team. Be the first to apply!
Related searches
- eye care associates Chicago, IL
- eye associates Chicago, IL
- patient safety associate Chicago, IL
- social work associate Chicago, IL
- warehouse shipping receiving associate Chicago, IL
- center associate Chicago, IL
- private wealth associate Chicago, IL
- recruiting associate Chicago, IL
- behavioral health associate Chicago, IL
- wealth associate Chicago, IL