Temporary Junior Analyst
Department Overview
Operations is comprised of two separate departments, each with distinct roles and responsibilities to ensure the proper segregation of duties. The Settlement and Funding team is responsible for the pre-closing process including deal and fee structure, trade activity, document management, KYC and settlement coordination. Portfolio Administration is responsible for the booking of deals, daily servicing activity such as payment processing, advances and rate resets, as well as the maintenance of referential data. Operations play a pivotal role in the data integrity of the investment portfolios. The teams collaborate closely with many other areas of the Firm including the Front Office, Treasury, Tax and Fund Accounting.
Position Responsibilities
Golub Capital has one intern position for our Operations team. This intern will assist with some or all of the following tasks:
− Monthly Operations close processes
− Daily entry of LIBOR and f/x rates from Bloomberg
− Compilation of Operations metrics for quarterly CEO management reporting
− Provide operational support in daily workflows to Executives and managers
− Workflow diagramming and process mapping using MS Visio
− Creating educational materials for team training; logistical planning for informational sessions
− Process improvement/automation projects
− Gain knowledge of and exposure to Underwriters, Traders, Corporate Development and other revenue-generating areas of the Firm
Candidate Requirements
Qualifications & Experience:
− Sophomore, Junior or graduate student attending local university interested in financial services
− Ability to work full-time from mid-June to mid-August
− Working knowledge of Excel required, MS Visio beneficial but not required
− Ability to take initiative and work independently, while demonstrating strong teamwork
− Must be able to work in a fast-paced environment, manage time and priorities under pressure and meet deadlines
− Strong communication skills, analytical and detail-oriented
Critical Competencies for Success:
Our Gold Standards define 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 great culture.
− Achieving Results: Role models in this area are high achievers who develop careful plans and execute consistently and effectively. They hold themselves and others accountable for delivering high quality results.
− Thinking Critically: Role models in this area understand our business, rely on analytical reasoning to define and solve problems and make decisions effectively. They are forward thinking, anticipating issues and addressing them in advance.
− Personal Effectiveness: Role models in this area build strong relationships and communicate effectively. They are driven to exceed expectations and adaptable to changing circumstances.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
− Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
− 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.
− Loan Markets and Credit Agreements: Applies knowledge of financial and accounting principles and terminology related to the loan market and credit agreements and utilizes relevant systems and portals to carry out operations.
− Settlements Process: Understands the process of funding and settling trades and other agreements. Ensures accuracy in documentation and works with various parties to carry out the process.
− Portfolio Administration: Manages daily processing related to agented and non-agented deals (e.g., rollovers, advances, credits, wire requests) for a portfolio and ensures cash is reconciled with loan accounting group.