BSL Treasury Senior Analyst (or Analyst)

Position Information

Hiring Manager:

Department:

Department Overview

Golub Capital’s Broadly Syndicated Loan Group (BSL) curates well diversified portfolios of high quality syndicated senior secured loans. The group purchases assets in the syndicated loan market that are structured, arranged and administered by large commercial or investment banks. These arranged loans are sold broadly to institutional investors such as Golub Capital and tend to be liquid in the secondary market. Our team manages these investments primarily in a series of Collateralized Loan Obligations, Separately Managed Accounts and Opportunistic Credit Funds. The Broadly Syndicated Loan Team works closely with all Firm departments to ensure effective analysis, portfolio management and reporting.

Position Responsibilities  

The BSL Treasury Senior Analyst (or Analyst) will partner internally with the BSL Team, Structured Products, Settlements, Fund Accounting, Treasury and Technology Solutions Teams on a wide variety of responsibilities.

Primary responsibilities will include, but not be limited to:

• Leading reconciliation and preparation of monthly / quarterly servicer reports with trustees of the various Golub Capital managed funds
• Monitoring and tracking all CLO compliance related tests ensuring pre-trade compliance with all trades prior to execution
• Evaluating current workflows and processes for opportunities to add efficiency
• Monitoring and evaluating the performance of the existing BSL CLOs to help identify prospects for redeeming, refinancing and resetting transactions
• Collaborating with Portfolio Managers, traders and other internal stakeholders to ensure effective management of the CLO portfolios
• Preparing detailed analysis of CLO metrics and present findings to senior leadership
• Working with BSL Portfolio Managers and business development to fulfill ad hoc investor requests and update marketing materials

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 2+ years of experience at a trustee / custodial bank or a buy-side asset manager
• Familiarity with CLO indentures and the broadly syndicated loan market
• Advanced proficiency in Excel is a strong plus
• Experience with VBA, Wall Street Office, SharePoint, Bloomberg and Everest is highly desirable
• Ability to independently drive projects to completion, while also functioning optimally in a team environment
• Outstanding attention to detail with excellent organizational and problem-solving skills
• Strong interpersonal and communication skills
• Flexibility around responsibilities and working hours as required
• 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.

• Financial Analysis:  Leverages knowledge of accounting principles, technology and other financial information and metrics to formulate credit opinions and evaluate risk. Develops financial models to drive fact-based decision making.
• Industry Knowledge:  Monitors industry trends and changes within relevant sectors / verticals and recognizes their relevancy and implications from a credit evaluation perspective.
• Portfolio Management:  Understands portfolio indentures, collateralized loan obligations (CLOs) and other respective investment vehicles and identifies opportunities to optimize performance.
• 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.
• Marketing Strategy and Execution:  The ability to create, plan, build and execute a differentiated and clearly positioned brand that engages investors and Firm Lenders as well

Compensation & Benefits

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.