At a Glance
- Tasks: Manage the full loan trade lifecycle in a fast-paced investment operations environment.
- Company: Join a leading asset manager in the Private Credit and Loans sector.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborate with diverse teams and enhance your skills in a dynamic setting.
- Why this job: Gain hands-on experience and make an impact in high-performing credit operations teams.
- Qualifications: 3-8+ years in investment operations with strong loan lifecycle knowledge.
The predicted salary is between 60000 - 80000 £ per year.
We are working on multiple Investment Operations opportunities across a range of established and growing asset managers within the Private Credit and Loans space. These roles sit within high-performing credit operations teams supporting strategies including private credit, direct lending, syndicated loans, special situations, and structured credit (including CLO exposure). Each opportunity offers hands-on responsibility across the full loan trade lifecycle in institutional, fast-paced environments. You will work closely with portfolio management, credit, risk, finance teams, and external counterparties.
Key Responsibilities
- Manage end-to-end trade lifecycle across private credit, direct lending, and syndicated loan portfolios, including trade capture, allocations, confirmations, settlements, and lifecycle events such as amendments, repayments, restructurings, and fees.
- Perform daily cash and position reconciliations across internal systems, loan agents, custodians, and fund administrators, ensuring accuracy across portfolio management systems (e.g. WSO, Allvue or equivalent).
- Investigate and resolve trade breaks, settlement issues, and reconciliation discrepancies, maintaining clear break logs and root cause analysis documentation.
- Maintain accurate borrower, facility, and legal entity data across internal systems.
- Liaise with loan agents, custodians, and fund administrators to ensure smooth settlement and lifecycle processing, partnering closely with internal teams including portfolio management, credit, risk, finance, and collateral management.
- Support oversight of key operational service providers and external counterparties.
- Maintain strong operational controls, including maker-checker and data validation frameworks, to support risk mitigation and governance standards.
- Support accurate position data for risk reporting, portfolio monitoring, investor reporting, audits, and operational due diligence requests.
To be considered you require:
- 3–8+ years’ experience in investment operations within private credit, direct lending, syndicated loans, or structured credit.
- Strong understanding of the loan lifecycle, including primary issuance, secondary trading, amendments, repayments, and fee structures.
- Experience with loan operations systems such as WSO, Allvue, or equivalent platforms.
- Familiarity with loan agents, custodians, and fund administrator workflows.
- Experience in reconciliations, trade support, and operational controls in a credit-focused environment.
- Exposure to audit processes, investor reporting, and operational due diligence.
Investment Operations – Private Credit & Loans (Opportunities Across Multiple Managers) in Slough employer: Attribution Search
Join a dynamic and innovative team within the investment operations sector, where you will have the opportunity to work with leading asset managers in the Private Credit and Loans space. Our company fosters a collaborative work culture that prioritises employee growth and development, offering comprehensive training and mentorship programmes to enhance your skills. Located in a vibrant financial hub, we provide a stimulating environment that encourages professional advancement while ensuring a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations – Private Credit & Loans (Opportunities Across Multiple Managers) in Slough
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Attribution Search, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Attribution Search.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Attribution Search.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Attribution Search, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Operations – Private Credit & Loans (Opportunities Across Multiple Managers) in Slough
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Attribution Search want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Attribution Search.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Attribution Search will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Attribution Search. Numbers speak louder than words!
How to prepare for a job interview at Attribution Search
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Attribution Search want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAttribution Search.
