Financial Data Analyst - Direct Lending

Company:  Golub Capital
Location: Chicago
Closing Date: 20/10/2024
Salary: £125 - £150 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description

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 four verticals: Consumer, Restaurant and Retail, Diversified Industries, 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 Direct Lending Middle Office (“DLMO”) 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 Data 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.

Position responsibilities include:

  • 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 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
  • 2-4 years 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)
  • Extreme 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

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.

Thedepartment-specific competencies definethe 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

Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).

Golub Capital is an Equal Opportunity Employer.

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