Jobs at Golub Capital

Lead accounting and reporting for multiple private investment funds, ensure US GAAP compliance, support fund launches, manage NAV/NAV administrators, prepare financial statements and investor reporting, drive process improvements, and coordinate capital calls, distributions, audits and cross‑functional stakeholders.

Support investor onboarding, account maintenance, and investor reporting; manage CRM data and SLA execution; assist reconciliations and QA; drive process improvements and cross-team coordination to meet team metrics and deadlines.

Support preparation of forecasts, budgets, and management/company financial reports. Perform variance and fluctuation analyses, assist monthly general ledger closes and expense allocations, improve reporting/processes, and complete special projects for the SAF team. Use Workday for expense forecasting and communicate results to department leaders and firm leadership.

Support investor onboarding, account maintenance, and investor requests; execute SLAs, coordinate with back-office teams, capture call follow-ups, meet team metrics, and contribute to projects and data governance while ensuring compliance with tax and AML rules.

Support PMO and Project Managers to plan, execute, track and report complex initiatives. Own assigned projects end-to-end, draft charters, build cross-functional teams, manage risks/issues, prepare status reports, run meetings, and present progress to senior leadership.

Responsible for accounting and investor/SEC reporting for one or more BDC funds, maintaining general ledgers, preparing monthly/quarterly close packages and forecasts, supporting audits and investor communications, ensuring SOX controls, and coordinating with Treasury, Tax, Operations and other teams.

Lead development and implementation of new investor products and product enhancements. Coordinate cross-functional teams (Tax, Legal, Compliance, Fund Accounting, Operations), build financial models, negotiate terms, mentor junior staff, and deliver strategic, data-driven recommendations to senior leadership.

Lead and advance Vendor Risk Management (VRM) and Business Continuity Management (BCM) programs, oversee vendor lifecycle and automation, deliver risk reporting and training, identify and mitigate operational risks, and drive cross-functional adoption and continuous improvement across the firm.

Support the Marketing COO and Head of Marketing with operations: vendor onboarding and management, budgeting and expense tracking, project coordination, process documentation, workflow optimization, stakeholder communications and approvals, KPI tracking, and preparing reports and presentations for senior leadership.

Support and advance the Operational Risk Management program with focus on Vendor Risk Management and Business Continuity. Develop and implement VRM/BCM initiatives, manage vendor repository and automation, deliver reporting and training, identify and track operational risks, liaise with vendors, and ensure regulatory compliance and control improvements.

Support external wholesalers to drive distribution across wirehouses, broker-dealers and RIAs via outbound outreach, lead generation, pipeline and CRM management, meeting preparation and follow-up, product and competitive knowledge, and high-touch client service.

Lead a 7-person investor data management team supporting onboarding, subscription processing, reconciliations, account maintenance and SLAs. Drive capacity planning, team development, cross-functional projects (Form PF, Source of Funds, escheatment), system enhancements with Technology Solutions, and act as escalation point for investor operations and issue resolution.

Prepare and review investor tax deliverables (K-1s, PFIC statements), federal and state tax returns, and related tax forms; compute quarterly estimated taxable income; liaise with external advisors and internal teams; support ASC 740 memos, audit tax footnotes, investor inquiries, tax notices, and process improvements using AI-driven tools.

Prepare and review SEC reporting (Form 10‑Q/10‑K, 8‑K), quarterly earnings releases and investor communications for public and private BDCs. Maintain general ledgers, support audits, forecast fund performance, manage investor capital accounts, interpret US GAAP, and drive process automation and controllership across fund accounting operations.

Lead accounting and reporting for one or more investment funds, maintain general ledger, prepare partner capital schedules and incentive fee calculations, support investor reporting and quarterly statements, coordinate capital calls/distributions, assist external audits and financial statement preparation, produce fund and management reporting, and support ad-hoc projects and process improvements.

Support development and execution of investor-focused integrated marketing programs (events, email, web, digital, thought leadership). Manage campaign workflows, collateral, and website content; coordinate internal stakeholders; run email campaigns via Eloqua; support virtual and in-person events; track and analyze program performance; project manage meeting logistics and follow-up; contribute to team operations and brand amplification efforts.

Lead firmwide AI-native business transformation by partnering with business stakeholders to redesign workflows, operating models and decision processes using modern AI (agents, RAG, context layers). Develop roadmaps, business cases, reusable patterns, governance-aligned solutions, and adoption strategies while coordinating AI engineering, data, and change-management teams to deliver measurable value and secure, compliant enterprise AI deployments.

Design, build and scale Treasury reporting, analytics and automation using Power BI, DAX and SQL. Lead data governance, integrate multi-system data, deliver executive and operational dashboards, support stakeholders, and evaluate AI-enabled analytical use cases.

Lead data governance and stewardship for the Investor Partners Group: manage a data steward team, drive data strategy projects, define glossary and lineage, enforce standards and SLAs, partner with stakeholders to improve data quality, and deliver automated analytics and reports to senior leadership.

Lead change management initiatives across project lifecycles by developing strategies, communications, training, and adoption measurement. Coach teams, partner with stakeholders for needs assessments, build training content and process maps using Visio/SharePoint/PowerPoint, deploy digital adoption tools (e.g., WalkMe), troubleshoot vendor issues, and apply data to measure and reinforce adoption.