Finance Advisor jobs at North Star Resource Group - 2435 jobs

Investment Professional, Golub Growth page is loaded## Investment Professional, Golub Growthlocations: San Franciscotime type: Full timeposted on: Posted 6 Days Agojob requisition id: R-11883## **Position Information****Hiring Manager:**Managing Director**Department:**DL - Direct Lending**Department Overview**Golub Growth provides flexible debt and equity capital to growth-stage B2B SaaS companies. Our custom solutions are designed to help SaaS businesses accelerate sales growth, drive new product development, pursue strategic acquisitions and provide shareholder liquidity. Since 2013, we have partnered with CEOs, founders and CFOs at more than 110 software companies and committed over $11 billion to enable long-term growth. 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. The team works closely with all areas of the Firm to ensure seamless execution. Learn more about Golub Growth on our website,**Position Responsibilities**This individual will evaluate and lead the execution and management of debt and equity investments across the capital structure, with a focus on structured equity investments in growth-stage software companies.*New Deals (>70% of time on an annual basis):** Develop new deals, product ideas and opportunities within Golub Growth* Identify and evaluate investment opportunities in high growth software companies across the capital structure including credit, structured equity and minority equity co-investments* Structure and negotiate investment terms ensuring alignment with the Firm's investment thesis and risk-return profile* Lead deal team (including oversight of junior investment professionals) responsible for conducting detailed business diligence such as analysis of business, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy* Lead the preparation and presentation of investment memorandums to Golub's Investment Committee* Lead the negotiation of legal documentation in conjunction with internal and external Lending Counsel* Develop and maintain relationships with industry executives, venture capital investors, advisors and other stakeholders to enhance deal flow and market insights* Mentor junior investment professionals* Other duties as assigned*Portfolio Management (financings* Monitor financial performance and liquidity through reviewing monthly / quarterly / annual financial results, reviewing quarterly covenant compliance certificates, attending board meetings and attending industry events* Perform quarterly portfolio reviews that include analyzing historical and projected financial performance, liquidity trends and quarterly financial covenant compliance calculations* Work with deal team to manage amendment requests, as necessary* Other duties as assigned**Candidate Requirements***Qualifications & Experience:** Bachelor's degree is required, preferably with a major in Finance, Accounting, Economics or related financial discipline with an outstanding record of academic achievement* 8+ years of related investment experience including 5+ years of experience investing in high growth software companies* Experience sourcing, structuring and evaluating investments across the capital structure including structured equity investments* Strong existing network of investment professionals within venture capital and growth equity ecosystem* Ability to effectively communicate with external clients* 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.* **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.*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 and, for California residents, the for information on how your personal data is collected, processed and stored.San Francisco Applicants: In accordance with the San Francisco Fair Chance Act, Golub Capital will consider qualified applicants with criminal histories.**Firm Overview**Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors. As of July 1, 2025, Golub Capital had over 1,000 employees and over $80 billion of capital under management, a gross measure of invested capital including leverage. The firm has offices in North America, Europe, Asia and the #J-18808-Ljbffr