Golub Capital · 6 days ago
Analyst, Shareholder Services
Chicago, IL
Full-time
Hybrid
Entry Level
$65K/yr - $90K/yr
2+ years expGolub Capital is a firm focused on investor communications and capital raising efforts. They are seeking an Analyst to support investor services, manage client relationships, and facilitate investor onboarding and reporting.
CreditFinanceFinancial Services
Responsibilities
Helping to facilitate the processing of new investor subscriptions, redemptions and transfers of interest by the Firm’s third-party transfer agent. This responsibility includes the coordination of communication between internal teams and high net worth individuals / wealth managers / wirehouse operations groups
Relationship manager for assigned RIA and Broker-Dealer operational contacts
Responding timely to client inquiries and interacting with external third parties
Liaising with internal departments including BDC Fund Accounting, Tax, Legal, and the Investor Partners Group
Corresponding daily with internal teams on day-to-day and ad-hoc activity
Facilitate collaboration with our Technology Solutions Team to drive system enhancement initiatives
Leading or supporting initiatives such as onboarding new wirehouse clients, custom reporting and onboarding platform integrations
Engage closely with third-party onboarding vendors and transfer agents to effectively navigate and optimize their processes
Ad-hoc Investor Communications projects
Qualification
Required
Bachelor's degree required
2+ years of relevant work experience
Proficient in MS Office products, specifically Word and Excel
Excellent organizational and prioritization skills
Meticulous attention to detail and accuracy
Demonstrated ability to meet deliverables, learn quickly and independently and improve processes
Enthusiastic about working in office and creating a Gold Standard hybrid work culture
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
Preferred
Technical skills and financial background a strong plus
Knowledge of Microsoft Dynamics CRM a plus
Relationship and project management experience preferred
Benefits
Full range of medical, financial and / or other benefits
401(k) eligibility
Various paid time off benefits such as vacation, sick time and parental leave
Company
Golub Capital
Golub Capital is a market-leading direct lender and experienced private credit manager with $85+ billion of capital under management.
1001-5000 employees
H1B Sponsorship
Golub Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (6)
2023 (2)
2022 (2)
2021 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Korea Investment Corp
2022-12-08Private Equity
2018-08-03Private Equity
Leadership Team
Andrea Picard
Co-Head of Global Institutional Sales
Dan Kaminski
Managing Director, Investor Partners Group
Recent News
The Times Of Israel
2026-01-23
2026-01-23
Company data provided by crunchbase