Senior Associate, Investor Partners Group - COO Team

Position Information Hiring Manager:

Director Department:

IPG - COO Department Overview The Investor Partners Group (“IPG”) is a ~175-person department dedicated to developing and nurturing investor client relationships. IPG integrates new business development, client service, product specialists and product development to create a Gold Standard investor client experience.

Position Responsibilities This individual will assist the IPG COO Team, Co-Presidents and senior business leaders with key initiatives, business challenges, cross-functional priorities and expanding business capabilities.

Responsibilities include, but are not limited to:

Supporting project leaders in the execution of critical initiatives; assisting with establishing governance and supervisory frameworks in partnership with Global Product Group, Sales and Planning & Operations Teams Supporting the development of business plans, budget forecasts and resourcing plans including quarterly, annual and 3-year plans

Working with the IPG COO Team to ensure all projects are clearly defined, prioritized and completed on time, on budget and with excellent quality

Preparing key financial analyses and reporting in partnership with the Strategic Accounting & Finance Team Assisting with preparation of presentations, analyses and recommendations for senior management

Managing project plans, tracking milestones and supporting execution of key initiatives and expansion efforts

Helping to drive process improvement through AI-enabled solutions

Providing leverage to the IPG COO Team and sub-departments

Becoming an expert on Golub Capital and the alternative asset management industry

Keeping abreast of industry best practices and how those might be implemented at Golub Capital Candidate Requirements Qualifications &

Experience:

Bachelor’s degree required; MBA and / or CFA a plus4+ years of experience at a top-tier investment bank, investment management firm or consulting firm Financial services and / or asset management industry experience is required

Strong Excel and PowerPoint skills are required

Ability to synthesize and present complex information in a clear, concise and compelling manner

Strong project management skills and ability to multitask

Adept at interacting with senior executives, department heads and external partners

Demonstrated experience in working with high-performing teams; ability to establish relationships and work effectively with a variety of business partners

Ability to maintain exceptional attention to detail while managing multiple responsibilities in a fast-paced environment

Highly motivated with the ability to work independently, set priorities and meet aggressive deadlines

Excellent communication, presentation and interpersonal skills

Demonstrated 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 outputs

Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success Our 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…