Senior Associate (Team Lead), Investor Communications - Documentation Team
$80,000–$120,000 year
On-site · Chicago, Illinois, United States
Job Summary
The Senior Associate (Team Lead) will lead the Investor Communications Group, serving as a primary escalation point for a team, providing guidance and developing team members in a high-volume environment. Responsibilities include monitoring team capacity, overseeing investor account onboarding, managing the internal review process for documentation, and ensuring the accuracy of CRM data. Candidates must have a Bachelor’s degree and over 5 years of related experience, with required qualifications including leadership, meticulous attention to detail, and proficiency in Excel. Familiarity with KYC requirements and Microsoft Dynamics is advantageous.
Required Qualifications
- Bachelor’s degree required
- 5+ years of related experience
- Experience managing direct reports is required
- Proven leader with ability to motivate team members especially during periods of high investor volumes
- Meticulous attention to detail and accuracy
- Excellent organizational and prioritization skills
- Demonstrated ability to work well both independently and as part of a team
Desired Qualifications
- Strong understanding of KYC requirements and / or CIMA AML is a plus
- Proficiency in Excel
- Knowledge of Microsoft Dynamics is a strong plus
Additional Requirements
- Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information, extensive and thorough pre-hire screens are performed.
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