Assistant Vice President (or Senior Associate), Investor Diligence
$165k - $180kGolub Capital
Position InformationHiring Manager:Associate DirectorDepartment:Global Product GroupDepartment OverviewThe Global Product Group (“GPG”) is a component of the Investor Partners Group (“IPG”) that is responsible for the investor product lifecycle, spanning product ideation and development, product marketing and execution, product management and reporting. The team oversees, manages and seeks to optimize the Firm’s existing suite of investor products. GPG collaborates with Firm leadership and business unit leaders to plan and execute high impact projects such as new fund launches, product extensions, customized separate account vehicles and new multi-product strategic partnerships. The team also serves as the product expert for the Firm’s investor product offerings.Position ResponsibilitiesThis individual will help scale the quality, consistency and efficiency of investor-facing content across the Global Product Group. This individual will work with Investor Relations, Product, Marketing, Legal & Compliance and Technology Teams. The successful candidate will be an excellent writer and editor with the ability to manage cross-functional projects and deliver accurate, audience-appropriate responses under tight deadlines.Primary duties and responsibilities include, but are not limited to:Content Management (~ 50% of time spent)Owning and continuously improving the centralized library of approved content including standard responses, supporting data and templatesEstablishing and maintaining taxonomy, metadata, naming conventions, version control, ownership and review cadencesCoordinating content refreshes with subject-matter experts and managing reviews with Legal & Compliance and other control functionsIdentifying content gaps, duplication and inconsistent language and driving remediation through completionDeveloping guidance, templates and training to support effective use of approved contentProjects & Process Improvement (~ 30% of time spent)Acting as a business lead for technology initiatives supporting content management and investor diligence including content repositories, request intake, workflow tools, dashboards and AI-enabled capabilitiesPartnering with Technology and Change Management and external vendors through solution design, testing, implementation and post-launch adoptionUsing workflow and content analytics to identify bottlenecks and opportunities for automation and improved self-servicePreparing quarterly and ad hoc reporting on content usage and user activityInvestor Diligence (~ 20% of time spent)Managing and contributing to investor and consultant diligence requests including DDQs, RFPs, RFIs, data requests and bespoke meeting materialsTriaging requests based on complexity, deadline, audience and required approvals; establishing workplans and coordinating inputs across departmentsDrafting and synthesizing responses accurate responses tailored to the question and audienceConverting approved responses into reusable institutional content where appropriatePerforming quality control across narrative, data, formatting, defined terms and approved disclosuresCandidate RequirementsRequired Qualifications & Experience:Bachelor’s degree4+ years of experience in a product or investor diligence role at an asset management firm2+ years of experience drafting and editing RFPs, DDQs, RFIs and other investor requestsExperience with an RFP content management system such as ResponsiveUnderstanding of investment products, fund structures and key investment conceptsExperience managing projects in a deadline-driven environmentEditing and quality control experience with a focus on accuracy and consistencyAbility to take initiative and work independently while demonstrating strong teamworkAbility to communicate complex information clearly and effectively across written and verbal formatsDemonstrated 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 outputsEnthusiastic about working in office and creating a Gold Standard hybrid work culturePreferred Qualifications & Experience:Experience participating in and / or leading business technology projectsDemonstrated experience within private markets, credit or alternative investmentsExperience with data visualization platforms such as Power BIExperience with CRM systems such as Microsoft DynamicsCritical Competencies for SuccessOur 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 BenefitsFor New York Only: It is expected that the base salary range for this position will be $165,000 to $180,000 for an Assistant Vice President and $140,000 to $160,000 for a Senior Associate. 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.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Assistant Vice President (or Senior Associate), Investor Diligence in New York, NY vacancy
- ...Associate Vice President, Investor Diligence About the Company Ambitious credit asset management firm Industry Financial Services Type Privately Held, Private Equity-backed Founded 1994 Employees 1001-5000 Categories Asset Management...Suggested
- ...Job description ~ Our client is a leading growth equity firm with over $50bn of capital. They are looking to add a Senior Associate/ VP to their Investor Relations team, acting in a hybrid sales support and product specialist role. Responsibilities Support...SeniorWork experience placement
$300k
...lending. Serving institutional investors globally, CIFC is an SEC-... ...POSITION OVERVIEW The Senior Associate / Vice President, Capital Markets &... ...the underwriting and due diligence process, including financial... ...of investment partners. Assist in the sourcing, evaluation...SeniorFull time- ...Points Contribute to impactful investor communications in a hybrid work... ...communications.Job DescriptionSenior Associate - Investor Solutions Specialist OverviewAs a Senior Associate - Investor Solutions... ...investor information and due diligence assignments.Develop and edit...SeniorWork at officeFlexible hours
$165k
...us on LinkedIn and Twitter.Senior Associate - Private CapitalReports directly... ...to Head of Private Capital Investor RelationsWorks closely with:... ...lead and execute investor diligence workflows, supporting... ...communications, and ad hoc requests.Assist in the preparation and...SeniorFull time- ...term growth and offer institutional investors, individual investors, and insurance... ...visit The Role: Blue Owl is seeking a Senior Associate / Vice President to join the Responsible Investing &... ...across research, investment diligence, portfolio engagement, and strategic...SeniorPermanent employment
$280k - $320k
...and design and construction agreements, as needed in support of asset operationsAssist in global portfolio initiatives including diligence exercises, form creation and process improvementCapital Markets & Investment SupportAssist with financings, refinancings, and acquisitions...SeniorFull timeTemporary workSummer workWork at officeLocal areaWorldwide$120k - $150k
Associate/Senior Associate, Sales Operations (Investor & Fund Reporting) Founded in 1992, Cerberus is a global leader in alternative investing with approximately... ..., the team supports capital raising, investor diligence, and ongoing relationship management by delivering...Senior- ...Associate Vice President, Operational Due Diligence About the Company Leading global investment organization with public and private market expertise Industry Investment Management Type Privately Held About the Role The Company is seeking an Associate...
- ...Associate Vice President, Operational Due Diligence About the Company Prominent asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an Associate Vice President for Operational Due Diligence...Work at office
- ...Associate Vice President, Senior Compliance Officer About the Company Established venture capital firm supporting tech and financial technology... ...background in BSA/AML and OFAC controls, customer due diligence, and transaction monitoring, and to possess a relevant...SeniorLocal area
- ...Associate Vice President Senior Credit Analyst & Team Lead, Corporate Banking About the Company Well... ...leading a team of analysts and assistants. Responsibilities include preparing... ...Familiarity with KYC, enhanced due diligence, and BSA/AML compliance requirements...Senior
- ...Points Lead impactful investor solutions initiatives... ...success. Collaborate with senior stakeholders to... ...DescriptionAssistant Vice President - Investor Solutions Manager OverviewThe Assistant Vice President - Investor... ...with RFPs, DDQs, due diligence, and consultant databases...Work at office
- ...Associate Vice President, Third Party Risk Monitoring & Due Diligence About the Company Global financial institution with regulated third-party risk management... ...calls for clear communication of complex risks to senior stakeholders, sound judgment, attention to...
- ...Assistant Vice President of Operational Due Diligence About the Company Dynamic investment organization focused on excellence and innovation Industry Financial Services Type Privately Held About the Role The Company is seeking an Assistant Vice...
$105k - $195k
...US Strategy and Deals Commercial Due Diligence and Strategy Associate and Senior Associate New York Grade: Associate & Senior Associate Location... ...division advises senior executives, private equity investors and corporate deal teams on their most important strategic...Senior$90k - $130k
...We are seeking a highly motivated Senior Associate with at least four years of experience in commercial due diligence, healthcare consulting, or healthcare investment analysis... ...recommendations. Collaborate with investors, portfolio teams, and healthcare stakeholders...SeniorFull timeWork at officeWork from homeMonday to ThursdayFlexible hours$130k - $155k
...RoleiCapital is looking to hire an Assistant Vice President to join the Research and... ...conducting operational due diligence on prospective and current... ...visits, interviews with senior members of the non-... ...mitigate operational risks associated with potential and existing...Full timeWork at officeRemote work- ...Duties and ResponsibilitiesInvestor Relations: Review and process investor subscription and redemption documents Complete KYC and AML... ...letters Manage user access to the interactive investor portal Assist with answering inquiries from investors Banking:Assist clients...SeniorTemporary workRemote work
$90.16k - $202.75k
...then consider a career in Advisory.KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice. Responsibilities : In... ...risks, develop an action plan to address, and communicate due diligence results in a non-technical fashionEvaluate the Information...SeniorH1bLocal area$72k - $184.44k
...SectorSpecialismAssuranceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Financial Markets & Real Estate - Asset Back Diligence - Senior Associate, you will engage with clients to analyze their financial needs, develop tailored solutions, and provide strategic...SeniorFull timeH1b- ...Advisory.KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice.... ...financial and commercial due diligence assistance, and accounting advisory services... ...1000 companies, private equity investors, and asset based lendersInterface...SeniorH1bLocal area
- ...Senior Associate, Investments This individual will support the evaluation, financing, and execution of investments across the... ...corporate financing, prepare materials for banks and investors, and manage due diligence processes. This is an excellent opportunity for a professional...SeniorFull time
- ...Our client is top asset manager. They seek a Senior Associate, Investor Services to join their Manhattan, NY office. Responsibilities Support... ...Requirements ~5-7+ years of experience in an assistant, office manager, EA/PA, or similar hybrid support role ~...SeniorFull timeWork at office
$96.8k - $159.6k
...AI-powered technology and an investor mindset, we partner with... ...success starts with comprehensive diligence; it's the only way to... ...decision at the right price.As a Senior Associate with EY-Parthenon’s Deals -... ...assumptions of future performance and assist with purchase agreements and...SeniorWork experience placementSummer holidayWork at officeLocal areaFlexible hours- ...This Opportunity WSP is initiating a search for an Assistant Vice President, Senior Analyst to join our Procurement team. The ideal candidate may be located anywhere in the United States, with a preference for candidates based on the East Coast. Responsible for automation...Senior
$100k - $167.5k
Home Office Research & Due Diligence, AVP - US WealthState Street Investment... ...Account Managers and senior Home Office Research & Due Diligence... ...; access to our Employee Assistance Program; incentive... ...StreetAcross the globe, institutional investors rely on us to help them...Full timeTemporary workWork at officeHome officeFlexible hours- Coda is currently engaged with a Global Hedge Fund in Midtown that is looking to hire an Associate to join the team. This person will support two frontline fundraisers who focus on the institutional space and cover everything IR related for the team. Ideal candidate will...Senior
- InforCapital, partnership is hiring a Senior Associate for their Investor Relations team in New York, United States. This hybrid role involves project management and distribution tasks, including managing investor communications and fundraising activities. The ideal candidate...Senior
- ...Senior Vice President, Associate General Counsel, Technology & Enterprise Services About the Company Profitable broker & financial advisory firm Industry Financial Services Type Public Company Founded 1989 Employees 5001-10,000 Categories...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Assistant Vice President (or Senior Associate), Investor Diligence. Be the first to apply!
Related searches
- birth assistant New York, NY
- policy assistant New York, NY
- part time shift assistant New York, NY
- assistant to the executive director New York, NY
- assistant vice president compliance New York, NY
- field assistant New York, NY
- tour assistant New York, NY
- assistant bookkeeper New York, NY
- assistant event coordinator New York, NY
- ladder assist New York, NY





