At a Glance
- Tasks: Manage loan systems, oversee cash flow, and support risk evaluations in finance operations.
- Company: Join a dynamic Capital Management firm focused on private credit loans and treasury operations.
- Benefits: Enjoy hybrid working, competitive salary up to £65,000, and a vibrant team culture.
- Why this job: Be part of a fast-paced environment where your attention to detail makes a real impact.
- Qualifications: Strong loans administration experience and Excel skills are essential; Allvue experience is a plus.
- Other info: This role offers a unique opportunity to grow within a supportive finance team.
The predicted salary is between 52000 - 78000 £ per year.
Our client, a dynamic Capital Management company with a focus on private credit loans and treasury operations, is looking for a Loan & Treasury Operation Analyst to join their finance team and play a pivotal role in managing multi-currency funds, overseeing loan management systems, and supporting the evaluation of risks associated with private credit loans.
In this role, you’ll be responsible for:
- Loan Management
- Maintaining and operating loan management systems, ensuring data integrity
- Assisting in setting up new processes and systems for monitoring covenants
- Monitoring ongoing covenants and sharing information with external stakeholders on time
- Reviewing monthly reports for funding partners and interest calculations
- Treasury Operations
- Managing daily cash flow and availability across funding facilities
- Planning and monitoring borrower drawdowns and repayments
- Handling FX swaps and ensuring funder interest is paid on time
- Cashflow & Management Accounts
- Preparing and producing group cashflow forecasts
- Ensuring financial records in the ledger match the loan management system
- Investment Team Support
- Supporting the evaluation of ongoing risks of private credit loans
If you have a keen attention to detail, thrive in a fast-paced environment, and are passionate about finance operations, this role is for you. We’re looking for someone who:
- Has strong Loans Administration Experience.
- Is comfortable with hybrid working (3-days-a-week in-office)
- Has strong Excel skills and Loan management systems experience. Ideally, the Allvue system, but this is not essential
- Can communicate clearly and professionally with both internal teams and external partners
If this sounds like you, apply today for more details about the company and role.
Loan & Treasury Operation Analyst employer: Johnson & Associates
Contact Detail:
Johnson & Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loan & Treasury Operation Analyst
✨Tip Number 1
Familiarise yourself with loan management systems, especially if you can get hands-on experience with Allvue. Understanding how these systems work will give you a significant edge during interviews.
✨Tip Number 2
Brush up on your Excel skills, particularly in financial modelling and data analysis. Being able to demonstrate your proficiency in Excel can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the finance and treasury operations field. Attend industry events or join relevant online forums to connect with people who might provide insights or referrals.
✨Tip Number 4
Prepare to discuss your experience with cash flow management and risk evaluation in detail. Be ready to share specific examples of how you've handled similar responsibilities in past roles.
We think you need these skills to ace Loan & Treasury Operation Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Loan & Treasury Operation Analyst. Familiarise yourself with loan management systems and treasury operations to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in loans administration and any familiarity with loan management systems, especially if you have worked with Allvue or similar systems.
Showcase Your Skills: Make sure to highlight your strong Excel skills and attention to detail in your application. Provide specific examples of how you've used these skills in previous roles to manage cash flow or monitor covenants.
Professional Communication: Demonstrate your ability to communicate clearly and professionally in your application. Use a formal tone in your cover letter and ensure that your CV is well-structured and free of errors.
How to prepare for a job interview at Johnson & Associates
✨Showcase Your Loan Management Experience
Be prepared to discuss your previous experience with loan management systems. Highlight specific examples of how you've maintained data integrity and set up processes, as this will demonstrate your capability in handling the responsibilities of the role.
✨Demonstrate Your Excel Skills
Since strong Excel skills are crucial for this position, be ready to talk about your proficiency with Excel. Consider bringing examples of complex spreadsheets or analyses you've created, as this will help illustrate your technical abilities.
✨Communicate Clearly and Professionally
Effective communication is key in this role. Practice articulating your thoughts clearly and professionally, especially when discussing past experiences with internal teams and external partners. This will show that you can handle stakeholder interactions smoothly.
✨Prepare for Questions on Risk Evaluation
Given the focus on evaluating risks associated with private credit loans, prepare to answer questions related to risk assessment. Think about how you've approached risk in previous roles and be ready to discuss your thought process and methodologies.