Golub Capital
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Financial Services
Develop and execute integrated investor marketing strategies for a private credit asset manager. The role creates product messaging, sales enablement content, campaigns, events, and investor engagement programs; manages marketing plans, budgets, KPIs, reporting, and cross-functional initiatives; and partners with senior investment, fundraising, sales, and leadership stakeholders to strengthen brand positioning and support business growth.
Financial Services
Supports fund accounting analytics by building financial data models, developing and automating management and investor reporting, analyzing large datasets, preparing forecasts, and improving reporting processes and controls. The role collaborates across accounting and business teams while applying GAAP, financial metrics, advanced Excel, business intelligence tools, and AI-assisted workflows to deliver accurate financial insights.
Financial Services
Maintains and improves Workday Financials processes, configurations, reports, integrations, and financial data integrity. Collaborates with technology teams, vendors, and Fund Accounting stakeholders to test and implement system updates, troubleshoot issues, analyze financial data, and deliver reporting. Supports process standardization, project communications, system research, and ad hoc reporting requests while ensuring GAAP compliance, accuracy, and timely execution.
Financial Services
Leads hands-on change management initiatives for system, process, and organizational implementations. Conducts stakeholder needs assessments, develops change and communications strategies, creates process maps and training materials, delivers training, and supports digital adoption solutions. Maintains e-learning content throughout project lifecycles, researches new technologies, resolves technical issues, coordinates vendors, and measures adoption. The role partners with sponsors and stakeholders to address resistance, improve adoption, and ensure successful implementation.
Financial Services
Leads strategic and cross-functional initiatives for the Investor Partners Group COO Team. Responsibilities include annual planning, budgeting, resource planning, governance, financial metrics, process improvement, AI-enabled solutions, executive recommendations, stakeholder alignment, and oversight of junior staff. The role requires strong project management, financial services or asset management experience, executive communication, analytical judgment, and proficiency with Excel, PowerPoint, and AI tools.
Financial Services
Provides in-house legal support focused on commercial contract review, negotiation, lifecycle management, execution and renewals. Manages contract and entity databases, reporting processes, legal documentation, compliance tasks and special projects. Requires a JD, at least two years of relevant experience, strong organizational and communication skills, contract-management expertise, attention to detail, confidentiality, process improvement ability and proficiency with Microsoft Office, iManage and Visio.
Financial Services
Lead end-to-end change management initiatives, developing change strategies, communication plans, training materials, and adoption measurement. Partner with stakeholders and business leads to execute technology and process implementations, resolve user issues, maintain project deliverables, analyze change data, and build organizational support. The role requires strong communication, project coordination, independent execution, and the ability to apply change management practices in a complex, fast-paced environment.
Financial Services
Supports enterprise operational risk management, with primary responsibility for internal control testing and risk assurance. Performs control effectiveness testing, identifies and assesses operational risks, develops risk reporting for senior management, tracks issues, validates risk evaluations, and recommends control improvements. The role also supports risk mitigation programs, stakeholder relationships, committees, and continuous enhancement of the firm's operational risk framework.
Financial Services
Manage and enhance the firms compliance program focusing on AML/KYC, regulatory filings (e.g., Form ADV, Form PF), compliance controls, monitoring and testing, advertising reviews, investigations, and special projects. Provide guidance to senior management, assess control effectiveness, update policies for regulatory changes, and support exam preparedness while collaborating across Legal & Compliance.
Financial Services
Lead accounting and reporting for multiple private investment funds, ensure US GAAP compliance, support fund launches, manage NAV/NAV administrators, prepare financial statements and investor reporting, drive process improvements, and coordinate capital calls, distributions, audits and cross‑functional stakeholders.
Financial Services
Lead and advance Vendor Risk Management (VRM) and Business Continuity Management (BCM) programs, oversee vendor lifecycle and automation, deliver risk reporting and training, identify and mitigate operational risks, and drive cross-functional adoption and continuous improvement across the firm.
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Financial Services
Lead a 7-person investor data management team supporting onboarding, subscription processing, reconciliations, account maintenance and SLAs. Drive capacity planning, team development, cross-functional projects (Form PF, Source of Funds, escheatment), system enhancements with Technology Solutions, and act as escalation point for investor operations and issue resolution.
Financial Services
Prepare and review investor tax deliverables (K-1s, PFIC statements), federal and state tax returns, and related tax forms; compute quarterly estimated taxable income; liaise with external advisors and internal teams; support ASC 740 memos, audit tax footnotes, investor inquiries, tax notices, and process improvements using AI-driven tools.
Financial Services
Prepare and review SEC reporting (Form 10‑Q/10‑K, 8‑K), quarterly earnings releases and investor communications for public and private BDCs. Maintain general ledgers, support audits, forecast fund performance, manage investor capital accounts, interpret US GAAP, and drive process automation and controllership across fund accounting operations.
Financial Services
Lead accounting and reporting for one or more investment funds, maintain general ledger, prepare partner capital schedules and incentive fee calculations, support investor reporting and quarterly statements, coordinate capital calls/distributions, assist external audits and financial statement preparation, produce fund and management reporting, and support ad-hoc projects and process improvements.
Financial Services
Lead firmwide AI-native business transformation by partnering with business stakeholders to redesign workflows, operating models and decision processes using modern AI (agents, RAG, context layers). Develop roadmaps, business cases, reusable patterns, governance-aligned solutions, and adoption strategies while coordinating AI engineering, data, and change-management teams to deliver measurable value and secure, compliant enterprise AI deployments.
