IT Business Analyst (AVP)

Position Information

Hiring Manager:

Director

Department:

Technology Solutions

Department Overview

The Technology Solutions (“TS”) Department is responsible for designing and delivering state of the art technology solutions that are designed to create efficiency, mitigate risk and grow revenue for the Firm. Technology Solutions is also responsible for defining, managing and executing a robust Cyber Security program following the NIST Cyber Security Framework. Technology Solutions focuses on technical excellence through innovative application designs, robust data integration and analytics, high availability infrastructure and gold level service for our key stakeholders with information security embedded throughout. Critical functions within Technology Solutions include Project Management, Vendor Management, Business Analysis, Enterprise Data Governance and Stewardship, Application Development and 3rd Party Integration, Strategic and Secure Infrastructure and Operations. The Technology Solutions Department collaborates closely with Firm leadership and business unit heads to develop plans in line with business objectives.

Position Responsibilities

The Business Analyst will play a critical role in coverage and product management for the Firm’s Private Wealth and Front Office technology functions. The ideal candidate will have demonstrated significant and recent experience as a Business Analyst supporting Private Wealth and Front Office end users at all levels, serving as the central point-of-contact for mission-critical software application(s) and working closely with development teams.

Responsibilities include:

• Quickly becoming a subject matter expert in the core business functions and technical solutions of Private Wealth and Front Office Teams
• Serving as the primary Business Analyst supporting Salesforce functionality and translating business needs into well‑defined requirements including user stories, acceptance criteria, process maps and data flow diagrams
• Serving as the primary internal resource for end-user needs related to the Firm’s applications, data and reporting
• Developing deep expertise in the business processes embedded within Salesforce, effectively managing and negotiating functional and data requirements and ensuring that the Firm’s application and data architectures align with and support evolving business needs
• Analyzing and understanding complex business processes and presenting them in an understandable and logical format
• Creating visual business process flow diagrams and technical architecture diagrams
• Independently executing complex data analysis across multiple platforms using Excel and other available tools (e.g., Power BI, SQL)
• Managing business‑reported support issues through to full resolution, ensuring adherence to established service‑level agreements
• Proactively identifying and engaging available resources and subject matter experts in related areas to achieve goals
• Building strong and productive relationships with key business stakeholders, executive sponsors, technology colleagues and technology vendors to convey pain points, requirements and process improvements
• Ensuring all delivered solutions meet the highest quality standards and satisfy all specified business requirements through rigorous validation and testing, both independently and in collaboration with end users
• Working closely with development teams and vendors to clarify requirements and ensuring application delivery meets all desired business specifications

Candidate Requirements

Qualifications & Experience:

• Bachelor’s Degree in Computer Science, Business or related field
• 7+ years of experience in a similar role within Financial Services (ideally in Private Credit or Private Wealth)
• Deep understanding of the alternative wealth intermediary ecosystem and experience working with fintech distribution platforms, custodians and transfer agents is preferred
• Hands‑on experience with Salesforce and a strong understanding of its standard capabilities, data model and configuration options is required
• Demonstrable business analysis, product management and project management experience in the Financial Services sector
• Demonstrated strong ability to multitask, managing time and priorities and influencing the outcome under pressure and deadlines
• Excellent interpersonal skills with a view toward building and maintaining positive relationships between colleagues across the technology and business teams
• Proven experience performing complex data analysis; understanding of relational databases with experience writing SQL queries and use of related query tools
• An expert understanding of the software development lifecycle, while working with hybrid teams including staff and third-party vendors
• Experience with the Power BI reporting environment, including familiarity with reporting, dashboarding and data visualization
• Proactive self-starter with a positive can-do and ‘no job too small’ attitude
• Results oriented with a high level of personal accountability
• Motivated by a fast paced, growing, and complex environment 
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards Model defines 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.

• Technical Support:  Triages, troubleshoots and resolves technical support issues. Escalates issues as needed.
• Software Development Principals:  Utilizes software development, secure programming principles and a knowledge of programming languages to develop, configure and / or integrate new software and applications.
• Business Needs Assessment:  Identifies business needs across departments within the Firm to understand the challenges, goals and problems that the business needs to solve and identifies appropriate technical solutions.
• Data Management and Information Security:  Manipulates, restructures and / or queries data for various purposes, including reconciling issues in the database, designing database structures and / or generating reports. Adheres to governance principles and maintains data integrity and security.
• Risk Management:  Identifies, forecasts and articulates ways to pursue and manage informed risks in ambiguous, complex or uncertain situations based on sound value propositions and an analysis of potential rewards and costs.
• Testing:  Evaluates the functionality of an application, system or solution to ensure that requirements have been met and defects have been identified. Applies an understanding of end user requirements and usage in the end-to-end system to produce a quality product.
• 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.
• Technical Communication and Documentation:  Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.
• Vendor Management:  Manages and coordinates with external vendors. Researches and identifies new vendors as needed and monitors performance.
• Relationship Management:  Builds and maintains effective partnerships with internal clients and end users by advising on their needs and options, advocating for their business within the Technology Solutions department and managing expectations appropriately.
• Project / Program Management:  Manages Technology Solutions project elements considering conflicting priorities, interdependencies, business objectives, communications and available resources.
• 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.

Compensation and Benefits

For Illinois Only: It is expected that the base salary range for this position will be $95,000 to $150,000. 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.

Please review Golub Capital’s US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.