At a Glance
- Tasks: Drive process efficiency and support seamless transaction execution in investment operations.
- Company: Dynamic credit investment manager with a focus on growth and innovation.
- Benefits: Hybrid working, competitive salary, and opportunities for professional development.
- Other info: Fast-paced environment where you can take ownership and shape the future.
- Why this job: Join a lean team at a pivotal moment and make a real impact.
- Qualifications: 3-6 years of operations experience in finance and strong Excel skills.
The predicted salary is between 59400 - 72600 £ per year.
Our client, a growing credit investment manager, is hiring an Investment Operations Manager in London to help build out its operations function as assets under management continue to grow. You will work directly alongside the Head of Operations, with real ownership from day one. You will drive process efficiency, support seamless transaction execution and help shape how the platform scales. The role is pivotal to making sure deals close smoothly, workflows evolve with best practice and technology is used to strengthen fund operations. This is a rare chance to join a lean, high-calibre team at an inflection point and leave your mark on the function as it grows. The role is London-based with hybrid working.
Key Responsibilities
- Support the end-to-end deal lifecycle, from pre-closing preparation through funding and settlement.
- Coordinate with the investment team, legal counsel, agents, custodians and administrators so deals close on time.
- Prepare and review funding memos, closing checklists, wire instructions and cash movements.
- Set up new positions and facilities, and process amendments, drawdowns, repayments and restructurings.
- Track conditions precedent, KYC and onboarding requirements for counterparties and borrowers.
- Oversee daily cash and position reconciliations with the fund administrator and custodian.
- Monitor loan servicing activity, including interest, fees, rate resets and principal payments.
- Support capital calls, distributions and investor-related operational processes.
- Assist with NAV review, valuations support and month-end and quarter-end processes.
- Act as a key point of contact for service providers and manage those relationships day to day.
- Map existing workflows, identify bottlenecks and design scalable, well-controlled processes.
- Help select, implement and optimise operational systems such as portfolio management, loan administration and data tools.
- Automate manual tasks and build reporting that gives the team better, faster information.
- Write and maintain procedures and controls documentation as the function evolves.
- Strengthen the operational control framework as AUM and deal volume grow.
- Support audit, regulatory and investor due diligence requests.
- Contribute to wider projects as the business continues to grow.
Requirements
- 3–6 years of operations experience at a credit fund, asset manager, investment bank, fund administrator or loan agency business.
- Hands-on knowledge of private credit, direct lending, leveraged loans or other credit instruments, and the operational lifecycle of a loan.
- Direct experience supporting deal closings and settlements.
- Strong understanding of fund structures, cash management and reconciliations.
- Advanced Excel skills and a genuine interest in using technology to improve how work gets done.
- Exceptional attention to detail, with sound judgement on what matters and when to elevate.
- Clear, confident communicator who builds good relationships with deal teams and external providers.
- Comfortable in a fast-paced, entrepreneurial environment, juggling multiple deals and priorities.
Above all, you are a builder: proactive, curious and keen to take ownership as the function grows.
Investment Operations - Private Credit in London employer: Felbridge Partners
Join a dynamic and innovative company as their first Financial Controller, where you will have the unique opportunity to build the finance function from the ground up in a fast-paced environment. With a strong emphasis on employee growth and a culture that champions continuous improvement, you will work closely with the CFO to implement cutting-edge AI-driven tools and systems, ensuring your contributions have a significant impact on the company's success. This role not only offers competitive benefits but also fosters a collaborative atmosphere that encourages autonomy and creativity, making it an ideal place for those looking to make a meaningful difference in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations - Private Credit in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Felbridge Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Investment Operations - Private Credit in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Felbridge Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Felbridge Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Felbridge Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Felbridge Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Felbridge Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Felbridge Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
