Financial Analyst

Position Information

Hiring Manager

Associate Director Department

DL - Direct Lending 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 $700 million. 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 & 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 Sponsor Finance Middle Office (“SFMO”) Team bridges the gap between front office investment professionals and back-office support teams. The Middle Office manages processes for the Firm and creates / maintains deal and portfolio-level reporting that is used firmwide.

Position Responsibilities

Golub Capital is looking for a skilled Financial Analyst to assist in the review and maintenance of key deal information for the Firm, assist in Firm projects and provide support to end users with data quality initiatives.

Responsibilities include, but are not limited to

• Working with the team to monitor and analyze a diverse portfolio of debt and equity financings
• Inputting borrower’s financial data into the Firm’s credit monitoring database
• Communicating with deal professionals to understand the details of our borrower’s business and financial statements
• Evaluating the Firm’s credit monitoring database and data capabilities and identifying system modifications or changes to be made to current data processes
• Liaising with Investor Reporting Team to respond to specific investor requests

Candidate Requirements

Qualifications & Experience

• Bachelor’s degree required, preferably in finance or accounting
• 1+ year of work experience within the Financial Services sector or strong internship experience
• Knowledge and understanding of financial statements including income statements, balance sheets and cash flow statements
• Strong working knowledge of Excel
• Familiar with Microsoft Office desktop and Office365 tools (e.g., Word, SharePoint)
• High level of attention to detail
• 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
• Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

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 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

For Illinois Only: It is expected that the base salary range for this position will be $100,000 to $120,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

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.