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- Tasks: Support the Private Credit team by managing CRM systems and analysing data for strategic insights.
- Company: Join Hayfin, a leading global investment firm with a dynamic Private Credit team.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Be a key player in optimising processes and enhancing decision-making in private credit investments.
- Qualifications: 3-5 years of CRM experience, strong analytical skills, and project management expertise.
- Other info: Opportunity to work in a fast-paced environment with a focus on career growth.
The predicted salary is between 36000 - 60000 £ per year.
Hayfin is seeking a highly motivated and detail-oriented individual to join our Private Credit team as a CRM Associate. This newly created role sits within the Private Credit Operations group, supporting the full deal lifecycle through CRM management and analytics. The ideal candidate will bring a strong understanding of private credit transactions and workflows, CRM systems (preferably DealCloud), and data-driven reporting to enhance our internal processes and strategic decision-making.
Hayfin's global Private Credit team is comprised of 110 investment professionals spanning eight investment offices including London, New York, Chicago, Frankfurt, Madrid, Milan, Paris, and Stockholm. Through local presence and deep sector expertise, the Private Credit team originates, underwrites, and manages private credit investments structured in the following, non-exhaustive, formats: direct loans, mezzanine debt, hybrid solutions and asset-backed lending.
Key Responsibilities- Serve as the central connector between data, technology, and investment teams—ensuring our CRM becomes a strategic asset, not just a system.
- Oversee the deal database lifecycle: intake, creation, dashboard execution, data imports, and cleanup.
- Analyze CRM data to identify trends, gaps, and opportunities for process optimization.
- Generate reports and insights to support strategic and operational decision-making.
- Partner with senior stakeholders to gather requirements, design and prototype CRM enhancements.
- Oversee the testing, validation and change management of new functionality or enhancements to production operations.
- Perform Data Stewardship responsibilities to underwrite data integrity and ensure data generated in the CRM system is fit for purpose and downstream integration.
- 3-5 years of experience working with CRM platforms, ideally DealCloud.
- Understanding of alternative investments and private credit deal structures.
- Proven experience in project management and cross-functional collaboration.
- Exceptional attention to detail, analytical mindset, and communication skills.
- Ability to work independently and thrive in a fast-paced, dynamic environment.
CRM Associate - Private Credit employer: Hayfin Capital Management LLP
Contact Detail:
Hayfin Capital Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Associate - Private Credit
✨Tip Number 1
Network like a pro! Reach out to professionals in the private credit space on LinkedIn or at industry events. We can leverage our connections to get insights and maybe even a foot in the door.
✨Tip Number 2
Prepare for those interviews! Research Hayfin and its Private Credit team thoroughly. We should be ready to discuss how our skills with CRM systems and data analytics can directly benefit their operations.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've used CRM data to drive decisions in past roles. We want to demonstrate that we can turn data into actionable insights for Hayfin.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we can tailor our application to highlight our fit for the CRM Associate role.
We think you need these skills to ace CRM Associate - Private Credit
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the CRM Associate role. Highlight your experience with CRM systems, especially DealCloud, and any relevant private credit knowledge. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private credit and how your background makes you a great fit for our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to highlight any experience you have with data-driven reporting or analytics. We want to know how you've used data to drive decisions in your previous roles!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Hayfin Capital Management LLP
✨Know Your CRM Inside Out
Make sure you’re well-versed in CRM systems, especially DealCloud. Familiarise yourself with its functionalities and how it can be leveraged to enhance private credit operations. Being able to discuss specific features and how they can optimise processes will impress your interviewers.
✨Understand Private Credit Transactions
Brush up on the different types of private credit transactions like direct loans and mezzanine debt. Be prepared to discuss how these structures work and their implications for deal management. Showing a solid grasp of these concepts will demonstrate your readiness for the role.
✨Prepare Data-Driven Insights
Think about how you can use data analytics to identify trends and opportunities within CRM systems. Prepare examples of how you’ve used data in past roles to drive decision-making or improve processes. This will showcase your analytical mindset and ability to contribute strategically.
✨Engage with Stakeholders
Be ready to talk about your experience collaborating with senior stakeholders. Think of examples where you gathered requirements or designed enhancements based on feedback. Highlighting your communication skills and ability to work cross-functionally will show you can be a central connector in the team.
