BREDS - Finance Associate

BREDS - Finance Associate

Full-Time 56700 - 69300 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support operations of a multi-billion-dollar real estate debt portfolio and manage complex transactions.
  • Company: Leading global alternative investment manager with a diverse portfolio.
  • Benefits: Competitive salary, professional development, and exposure to complex financial operations.
  • Other info: Great opportunity for career growth in a dynamic, fast-paced environment.
  • Why this job: Join a high-performing team and make an impact in the finance world.
  • Qualifications: 3+ years in investment operations and a degree in Finance or Accounting.

The predicted salary is between 56700 - 69300 Β£ per year.

Our client is a leading global alternative investment manager with a significant real estate credit business and a diversified portfolio of institutional, fund, and listed investment vehicles.

They are seeking an Associate to join a high-performing Finance and Operations team supporting a multi-billion-dollar real estate debt platform.

The Role

The successful candidate will support the operational management of a large and complex credit investment portfolio, working closely with investment professionals, finance teams, asset managers, and external service providers across international offices.

Key responsibilities include

  • Supporting the operations of a large real estate debt portfolio across a range of fund structures, listed vehicles, managed accounts, and insurance platforms.
  • Coordinating the execution of new investments, financings, and capital markets transactions alongside investment and finance teams.
  • Managing investment funding processes, treasury activity, debt financing arrangements, and foreign exchange considerations.
  • Overseeing credit facility operations, including drawdowns, repayments, covenant monitoring, compliance reporting, and fee calculations.
  • Working with asset management and servicing teams to review interest calculations, cash flows, funding activity, and investor distributions.
  • Reviewing portfolio analytics and operational reporting prepared for senior leadership.
  • Supporting and mentoring junior team members while helping to drive operational efficiency and process improvements.
  • Candidate Profile
  • Investment Operations experience is a must-have.
  • Bachelor's degree in Finance, Accounting, or a related discipline.
  • Approximately 3+ years' experience gained within transaction services, private equity, real estate debt, consulting, fund operations, or a related financial services environment.
  • Exposure to real estate and/or alternative investments is advantageous.
  • Strong analytical, organisational, and problem-solving skills, with the ability to manage multiple workstreams in a fast-paced environment.
  • Excellent communication skills and a high level of attention to detail.
  • Advanced Excel skills and a strong interest in leveraging technology to improve processes.
  • Professional qualifications such as ACA, ACCA, CIMA or CFA are advantageous.

This is an excellent opportunity to join a market-leading investment platform and gain exposure to complex transactions, portfolio operations, and financing activities within a growing global real estate credit business.

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BREDS - Finance Associate employer: CFA Institute

At SMBC Group, we pride ourselves on being an excellent employer, offering a dynamic work environment that fosters professional growth and innovation. Our commitment to employee well-being is reflected in our competitive benefits, including hybrid working options, comprehensive health support, and extensive learning opportunities, all within a diverse and inclusive culture. Join us in London to be part of a team that not only drives financial success but also contributes to a sustainable future for our clients.

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Contact Details:

CFA Institute Recruitment Team

We think you need these skills to ace BREDS - Finance Associate

Investment Operations
Financial Analysis
Portfolio Management
Debt Financing
Foreign Exchange Management
Covenant Monitoring
Compliance Reporting