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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 and collaborative culture.
- Benefits: Competitive salary, professional development opportunities, and a chance to work in a fast-paced 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 a passion for alternative investments.
- Other info: Work with a diverse team across multiple global offices and enjoy excellent career growth potential.
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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to folks in the private credit space, especially those who work with CRM systems. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Show off your skills! If you've got experience with DealCloud or similar CRM platforms, make sure to highlight that in conversations. We want to see how you can turn data into actionable insights.
✨Tip Number 3
Prepare for the interview by brushing up on private credit transactions and workflows. Being able to discuss these topics confidently will show you're not just another candidate, but someone who understands the game.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace CRM Associate - Private Credit in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the CRM Associate role. Highlight your experience with CRM systems, especially DealCloud, and any relevant private credit knowledge to catch our eye!
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 perfect fit for our team. Keep it engaging and personal—let us see the real you!
Showcase Your Analytical Skills: Since this role involves data analysis, be sure to mention any specific projects where you've used data to drive decisions or improve processes. We love seeing how you can turn numbers into insights!
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’re considered for the role. Plus, it’s super easy—just a few clicks and you’re done!
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 support private credit transactions. Being able to discuss specific features and how they can enhance operational efficiency will impress your interviewers.
✨Understand Private Credit Fundamentals
Brush up on your knowledge of private credit deal structures and workflows. Be prepared to discuss different formats like direct loans and mezzanine debt. Showing that you understand the nuances of these investments will demonstrate your commitment and suitability 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 optimise processes. This will showcase your analytical mindset and ability to add value to the team.
✨Engage with Stakeholders
Be ready to talk about your experience in collaborating with senior stakeholders. Highlight any projects where you gathered requirements or designed enhancements. This will show that you can effectively communicate and work cross-functionally, which is crucial for this role.
