At a Glance
- Tasks: Lead value creation and drive performance across financial services investments.
- Company: Join a leading mid-market private equity and credit investment firm.
- Benefits: Competitive salary, bonus, carried interest, and growth opportunities.
- Other info: Dynamic role with opportunities to mentor and influence senior stakeholders.
- Why this job: Shape the future of financial services and make a real impact.
- Qualifications: 12+ years in private equity or structured finance with strong leadership skills.
The predicted salary is between 90000 - 110000 £ per year.
Finatal is partnering with a leading mid-market private equity and private credit investment firm to appoint a Director and Head of Financial Services Platform. This is a unique opportunity to lead value creation across a portfolio of financial services investments, combining operational leadership, structured finance expertise, and strategic execution to build and scale high-growth platform businesses.
Working closely with senior Partners and management teams, you will drive commercial performance, capital strategy, acquisitions, and operational improvement across the portfolio, while helping shape the firm's broader platform strategy.
Responsibilities
- Lead value creation across the firm's financial services platform investments
- Partner with management teams to deliver strategic, operational, and commercial improvement initiatives
- Identify and execute buy-and-build opportunities, including add-on acquisitions and integration
- Structure and oversee funding solutions, including acquisition finance, asset-backed facilities, and refinancing initiatives
- Monitor platform performance, establishing KPIs, governance frameworks, and value creation plans
- Lead turnaround and performance improvement initiatives where required
- Manage covenant compliance, borrower reporting, and financing relationships across the portfolio
- Prepare investment committee materials and portfolio performance reporting
- Build and develop the Platforms function, mentoring team members and contributing to investment strategy
- Support exit planning, due diligence, and investor readiness across portfolio companies
Requirements
- 12+ years' experience across private equity, private credit, structured finance, asset management, or financial services
- Deep expertise in structured finance, asset-backed lending, acquisition finance, or related capital structures
- Proven track record of driving value creation within portfolio companies or operating businesses
- Experience leading teams and influencing senior stakeholders, including executive management and boards
- Strong commercial judgement with excellent analytical and strategic problem-solving skills
- Experience across buy-and-build strategies or platform businesses is advantageous
- ACA, ACCA, CFA, MBA, or a similar qualification is welcomed but not essential
Director & Head of Platforms in London employer: Finatal
Finatal is an exceptional employer, offering a dynamic work environment where you can play a pivotal role in transforming a software company post buy-out. With a focus on employee growth and development, you'll have the opportunity to collaborate closely with experienced leaders and build a top-tier finance team, all while enjoying the benefits of working in a fast-paced, innovative sector.
StudySmarter Expert Advice🤫
We think this is how you could land Director & Head of Platforms 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 Finatal. 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 Director & Head of Platforms 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 Finatal.
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 Finatal'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 Finatal
✨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 Finatal.
✨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 Finatal 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 Finatal 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.
