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For Companies At a Glance
- Tasks: Support daily operations, manage admin tasks, and ensure compliance with policies.
- Company: Join Invest & Fund, a leader in high-quality finance for property developers.
- Benefits: Gain hands-on experience in a fast-paced, collaborative environment with growth opportunities.
- Why this job: Make a real impact while developing your skills in a dynamic scale-up phase.
- Qualifications: Ideal for recent grads; strong organization, analytical skills, and Excel proficiency required.
- Other info: This role is not open to external recruiters.
The predicted salary is between 28800 - 43200 £ per year.
About us
Invest & Fund is an exciting and dynamic growth business in its sector. It provides access to a unique asset for High-Net-Worth Individuals and family offices, as well as institutions. Its speciality and focus are on the finance needs of residential property developers. It is an acknowledged leader in the provision of high-quality finance and is an established and exemplary player in the rapidly growing private debt/credit sector.
The business has grown rapidly, robustly, and carefully, and has now entered a dynamic, scale up phase. As a fully FCA authorised and regulated business operating in financial services, operational, governance, risk and control requirements are a key focus of the business.
About you
We are seeking a proactive and detail-oriented Operations Assistant to support the daily activities of our business. This is an excellent opportunity for a recent graduate or early-career professional to develop their skills and grow within a fast-paced and collaborative environment.
As an integral part of the team, you will work closely with multiple departments to ensure smooth operations, manage critical administrative tasks, and contribute to process improvements. You will also play a pivotal role in ensuring compliance with our internal policies and regulatory standards.
Ideally, you will:
- Be highly organised and able to prioritise multiple tasks while meeting deadlines.
- Possess strong analytical skills with advanced knowledge of Microsoft Office, particularly Excel.
- Be an effective communicator with professional verbal and written skills.
- Have a collaborative mindset, enabling you to work effectively with diverse teams and stakeholders.
- Show meticulous attention to detail when managing data and producing reports.
- Demonstrate flexibility and a proactive attitude towards problem-solving and process improvement.
About the role
Key elements of the role:
- Provide essential operational and administrative assistance to various business areas, ensuring smooth day-to-day activities, including scheduling, meeting coordination, answering phones, and team communication.
- Manage and optimise records, databases, and dashboards to ensure accurate portfolio tracking, actionable insights, and compliance with reporting requirements, such as FCA reports, while driving data integrity, accessibility, and continuous process improvement.
- Oversee the processing of transactions within the loan lifecycle, including loan drawdowns, repayments, and invoice settlements, while ensuring accuracy and compliance with internal policies.
- Draft and prepare key documentation for Credit, Origination and Lending teams including professional instruction letters, Credit-backed terms and accurate loan statements.
- Monitor and maintain control processes, such as tracking insurance expiries, managing annual due diligence for borrowers, and overseeing the onboarding and offboarding of third-party service providers, ensuring compliance with company policies and procedures.
- Collaborate with stakeholders to address challenges, optimise workflows, implement monitoring processes, and champion innovation by adopting new technologies and practices to drive operational excellence and align with company objectives.
If you’re eager to grow your career in a dynamic and supportive environment while making a tangible impact on the business, we’d love to hear from you.
This role is not open to external recruiters.
Operations Assistant employer: Invest & Fund
Contact Detail:
Invest & Fund Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Assistant
✨Tip Number 1
Familiarize yourself with the financial services sector, especially focusing on private debt and credit. Understanding the nuances of this industry will help you stand out during discussions and interviews.
✨Tip Number 2
Brush up on your Microsoft Excel skills, as advanced knowledge is crucial for this role. Consider taking online courses or practicing with real datasets to demonstrate your proficiency.
✨Tip Number 3
Showcase your organizational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss specific situations where you prioritized effectively under pressure.
✨Tip Number 4
Research Invest & Fund's recent developments and their approach to operational excellence. Being knowledgeable about the company will allow you to engage more meaningfully during the interview process.
We think you need these skills to ace Operations Assistant
Some tips for your application 🫡
Understand the Company: Take some time to research Invest & Fund. Familiarize yourself with their services, especially in the finance needs of residential property developers, and understand their position in the private debt/credit sector.
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the role of Operations Assistant. Emphasize your organizational skills, attention to detail, and any experience with Microsoft Office, particularly Excel.
Craft a Strong Cover Letter: Write a cover letter that showcases your proactive attitude and collaborative mindset. Mention specific examples of how you've successfully managed multiple tasks or contributed to process improvements in previous roles or projects.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors and that your communication is clear and professional, reflecting the effective communication skills the company values.
How to prepare for a job interview at Invest & Fund
✨Show Your Organisational Skills
As an Operations Assistant, being organised is key. Prepare examples of how you've successfully managed multiple tasks or projects in the past, and be ready to discuss your methods for prioritising work.
✨Demonstrate Analytical Proficiency
Highlight your analytical skills, especially with Microsoft Excel. Be prepared to discuss specific functions or tools you are familiar with and how you've used them to solve problems or improve processes.
✨Communicate Effectively
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a brief introduction about yourself that showcases your communication skills.
✨Emphasise Your Collaborative Mindset
This position requires working with diverse teams. Share experiences where you've successfully collaborated with others, highlighting your flexibility and proactive approach to problem-solving.
