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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 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.
- Qualifications: 3-5 years of CRM experience, strong analytical skills, and project management expertise.
- Other info: Fast-paced environment with opportunities for growth and learning.
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 (Hiring Immediately) in London employer: Hayfin Capital Management
Contact Detail:
Hayfin Capital Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Associate - Private Credit (Hiring Immediately) 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. Bring examples of how you've used data to drive decisions—it's all about proving your value!
✨Tip Number 3
Prepare for interviews by diving deep into Hayfin's operations. Understand their deal lifecycle and think about how you can enhance their CRM processes. Tailor your questions to show you're genuinely interested in making an impact.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the team and ready to take on the challenge.
We think you need these skills to ace CRM Associate - Private Credit (Hiring Immediately) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of CRM Associate. 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 you can contribute to our team. Be specific about your past experiences and how they relate to the responsibilities outlined in the job description.
Showcase Your Analytical Skills: Since this role involves data-driven reporting and analysis, make sure to include examples of how you've used data to drive decisions in previous roles. We love candidates who can turn numbers into insights that lead to action!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Hayfin Capital Management
✨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. Be ready to discuss specific examples of how you've used CRM data to drive decision-making in your previous roles.
✨Understand Private Credit Fundamentals
Brush up on your knowledge of private credit transactions and deal structures. Being able to speak confidently about direct loans, mezzanine debt, and asset-backed lending will show that you understand the industry and can contribute meaningfully from day one.
✨Showcase Your Analytical Skills
Prepare to discuss how you’ve used data analysis to identify trends and optimise processes in past roles. Bring examples of reports or insights you’ve generated that led to strategic decisions. This will demonstrate your analytical mindset and attention to detail.
✨Engage with Stakeholders
Highlight your experience in cross-functional collaboration and project management. Be ready to share how you’ve partnered with senior stakeholders to gather requirements and implement enhancements. This will illustrate your ability to connect data, technology, and investment teams effectively.