Senior Associate, Direct Lending COO Team

Position Information

Hiring Manager:

Department:

Department Overview

The Middle Market Lending Team provides senior, one-stop and second lien loans to U.S. middle market companies. The team structures financing solutions with hold positions of up to $1 billion. We also underwrite and syndicate senior credit facilities and a proprietary suite of GOLD (unitranche) facilities up to $2 billion. The Middle Market Lending Team has specialty teams in five verticals:  Consumer, Restaurant and Retail, Diversified Industries, Financial Services, Healthcare and Software & Technology services. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. Key responsibilities include origination and underwriting of loans. The team works closely with all areas of the Firm to ensure seamless execution.

The DL Business Development Team (“DLBD”) is responsible for planning and executing programs to grow revenue, increase market share and enhance the Firm’s visibility amongst sponsor and syndication partner audiences. The DLBD Group collaborates closely with Firm leadership and business line heads to develop plans in line with business objectives.

Position Responsibilities

The Senior Associate will assist with executing sales enablement and business development support for the Direct Lending Originations Team. This is an internally facing role supporting the Direct Lending Originations Team.

Responsibilities include, but are not limited to:

• Developing strong relationships with Originators and providing them with best-in-class reporting and presentations to engage private equity (“PE”) sponsors
• Utilizing CRM data to build insightful reporting on covered sponsors; managing and monitoring the CRM system to ensure data accuracy in collaboration with the DL Data Team
• Conducting market intelligence to find relevant insights for the Originators and tracking competitor data such as people moves, fundraising, spin-offs and new businesses
• Creating, updating and distributing proprietary reports on a weekly, monthly and quarterly basis aimed at business development; responding to all ad-hoc business requests
• Coordinating relationship marketing activities by managing recurring content updates to improve sponsor relationships and supporting meeting and conference needs in partnership with the Marketing Team
• Manage internal initiatives focused on developing, coordinating and supporting team member participation in investor meetings

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 4+ years of experience in a similar role; financial services industry or B2B background preferred
• Excellent written and verbal communication skills; the ability to express ideas clearly and concisely and communicate effectively
• Advanced in MS Office (Word, Excel, PowerPoint)
• Ability to analyze data and create a narrative using data
• Meticulous attention to detail, accuracy and drive to deliver high-quality work
• Proactive mentality and ability to anticipate needs of the business
• High energy and self-motivation
• Proven ability to work well as part of a team
• Strong project management capabilities
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Department Overview

The Middle Market Lending Team provides senior, one-stop and second lien loans to U.S. middle market companies. The team structures financing solutions with hold positions of up to $1 billion. We also underwrite and syndicate senior credit facilities and a proprietary suite of GOLD (unitranche) facilities up to $2 billion. The Middle Market Lending Team has specialty teams in five verticals:  Consumer, Restaurant and Retail, Diversified Industries, Financial Services, Healthcare and Software & Technology services. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. Key responsibilities include origination and underwriting of loans. The team works closely with all areas of the Firm to ensure seamless execution.

The DL Business Development Team (“DLBD”) is responsible for planning and executing programs to grow revenue, increase market share and enhance the Firm’s visibility amongst sponsor and syndication partner audiences. The DLBD Group collaborates closely with Firm leadership and business line heads to develop plans in line with business objectives.

Position Responsibilities

The Senior Associate will assist with executing sales enablement and business development support for the Direct Lending Originations Team. This is an internally facing role supporting the Direct Lending Originations Team.

Responsibilities include, but are not limited to:

• Developing strong relationships with Originators and providing them with best-in-class reporting and presentations to engage private equity (“PE”) sponsors
• Utilizing CRM data to build insightful reporting on covered sponsors; managing and monitoring the CRM system to ensure data accuracy in collaboration with the DL Data Team
• Conducting market intelligence to find relevant insights for the Originators and tracking competitor data such as people moves, fundraising, spin-offs and new businesses
• Creating, updating and distributing proprietary reports on a weekly, monthly and quarterly basis aimed at business development; responding to all ad-hoc business requests
• Coordinating relationship marketing activities by managing recurring content updates to improve sponsor relationships and supporting meeting and conference needs in partnership with the Marketing Team
• Manage internal initiatives focused on developing, coordinating and supporting team member participation in investor meetings

Candidate Requirements

Qualifications & Experience:

• Bachelor’s degree required
• 4+ years of experience in a similar role; financial services industry or B2B background preferred
• Excellent written and verbal communication skills; the ability to express ideas clearly and concisely and communicate effectively
• Advanced in MS Office (Word, Excel, PowerPoint)
• Ability to analyze data and create a narrative using data
• Meticulous attention to detail, accuracy and drive to deliver high-quality work
• Proactive mentality and ability to anticipate needs of the business
• High energy and self-motivation
• Proven ability to work well as part of a team
• Strong project management capabilities
• 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.

• Deal Execution:  Evaluates, structures and executes investment opportunities and transactions.
• Relationship Management:  Establishes, develops and manages internal and external relationships.
• Portfolio Management:  Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
• Risk Management:  Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
• Financial Analysis:  Uses financial analyses to generate insights and support fact-based decision making.
• Competitive Positioning:  Demonstrates knowledge of the Firm's capabilities, the Firm’s position in the industry, competitors’ capabilities and end markets. Recognizes implications of knowledge on Firm’s positioning.
• Legal Documentation:  Demonstrates knowledge of legal documentation, processes and procedures.

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.