Analyst, Shareholder Services jobs in United States
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Golub Capital · 7 hours ago

Analyst, Shareholder Services

Golub Capital is a firm specializing in investor communications and capital raising efforts. They are seeking an Analyst to support the Investor Communications Department by managing investor subscriptions, liaising with clients, and collaborating with internal teams to enhance processes and reporting.

CreditFinanceFinancial Services
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Comp. & Benefits
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H1B Sponsor Likelynote

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

Investor ManagementTaxAML ComplianceMS Office ProficiencyMicrosoft Dynamics CRMTechnical CommunicationRelationship ManagementInnovative MindsetProject ManagementAttention to DetailOrganizational Skills

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

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

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Golub Capital is a market-leading direct lender and experienced private credit manager with $85+ billion of capital under management.

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 Stage
Total Funding
unknown
Key Investors
Korea Investment Corp
2022-12-08Private Equity
2018-08-03Private Equity

Leadership Team

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Andrea Picard
Co-Head of Global Institutional Sales
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Dan Kaminski
Managing Director, Investor Partners Group
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Company data provided by crunchbase