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- Tasks: Join the Private Credit Allocations team to manage transaction allocations and compliance.
- Company: Work for a prestigious global investment firm with a strong reputation in private credit.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Gain hands-on experience in a fast-paced environment while collaborating with senior leaders.
- Qualifications: 3+ years in fund allocations or financial services; strong analytical and communication skills required.
- Other info: Be part of a dynamic team focused on building efficient processes in a high-growth setting.
The predicted salary is between 60000 - 80000 £ per year.
Location: London, WC2N 5DX
Salary: £70,000 – £90,000 per annum
Hybrid Working: 3 days in the office per week
We are recruiting on behalf of a highly regarded global investment firm, seeking a detail-oriented and driven Private Credit Allocations Associate to join their growing Private Credit team in London. This is an excellent opportunity for an early-to-mid career professional to take on a pivotal role in the accurate and compliant allocation of transactions across a variety of credit funds.
The Opportunity
This role sits within the Private Credit Allocations team and plays a critical part in ensuring accurate transaction allocation and adherence to investor and fund-specific guidelines. The position supports the Head of Allocations, working closely with portfolio managers, treasury, operations, legal, and finance teams to ensure timely and precise fund allocations, reporting, and ongoing monitoring. You will gain exposure to a broad range of private credit structures and develop strong insight into fund operations within a fast-paced and collaborative investment environment.
Key Responsibilities
- Transaction Allocation: Accurately allocate new, trade, and follow-on transactions across various credit funds in line with internal and investor-specific requirements.
- Compliance Monitoring: Ensure all allocations meet regulatory and policy standards, assisting in the maintenance of robust compliance processes.
- Investor Reporting: Support the fulfilment of reporting obligations and documentation requirements as outlined in fund agreements.
- Data Management: Maintain high-integrity records to support audit, investor reporting, and internal controls.
- Portfolio Reconciliation: Collaborate with Treasury, Finance, and Operations teams to ensure fund availability is accurately reconciled and discrepancies are resolved.
- Cross-Functional Collaboration: Work closely with key stakeholders to ensure transparency and consistency across fund allocations.
- Process Development: Contribute to continuous improvement of allocation processes and system efficiencies.
Key Requirements
- Minimum of 3 years’ experience in fund allocations, operations, or a related area within financial services.
- Strong analytical and quantitative skills, with the ability to interpret legal and financial documentation.
- Exceptional attention to detail and a strong sense of accountability.
- Proactive problem-solving approach with the ability to work under pressure and to tight deadlines.
- Excellent interpersonal and communication skills; capable of working across departments.
- Advanced proficiency in Microsoft Excel and adaptable with new technologies or systems.
- Comfortable working independently and as part of a collaborative team.
Why Apply?
- Join a top-tier investment firm with significant growth and exposure across private credit markets.
- Work closely with senior leaders and gain hands-on experience in a strategically critical function.
- Benefit from a structured hybrid working model and a competitive compensation package.
- Play an important part in building scalable, high-integrity processes in a high-growth environment.
If you’re a strong communicator with an eye for detail and a solid foundation in fund operations or allocations, we encourage you to apply and take the next step in your career.
Private Credit Allocations Associate employer: Johnson & Associates
Contact Detail:
Johnson & Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Credit Allocations Associate
✨Tip Number 1
Familiarise yourself with the specific private credit structures and funds that the firm operates. Understanding their investment strategies and compliance requirements will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the private credit and fund allocation space. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends and challenges in the field.
✨Tip Number 3
Brush up on your analytical skills, especially in relation to financial documentation. Being able to interpret complex legal and financial documents will set you apart as a candidate who can handle the responsibilities of the role.
✨Tip Number 4
Prepare to discuss your experience with cross-functional collaboration. Be ready to share examples of how you've worked with different teams to achieve common goals, as this is crucial for the role.
We think you need these skills to ace Private Credit Allocations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund allocations, operations, or financial services. Emphasise your analytical skills and attention to detail, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the private credit market and your enthusiasm for the position. Mention specific experiences that demonstrate your problem-solving abilities and cross-functional collaboration.
Highlight Technical Skills: Since advanced proficiency in Microsoft Excel is required, ensure you mention any relevant technical skills or software you are familiar with. Provide examples of how you've used these skills in previous roles.
Showcase Communication Skills: In your application, illustrate your interpersonal and communication skills. Provide examples of how you've successfully worked with different teams or stakeholders to achieve common goals.
How to prepare for a job interview at Johnson & Associates
✨Know Your Numbers
As a Private Credit Allocations Associate, you'll need to demonstrate strong analytical skills. Brush up on your financial knowledge and be prepared to discuss how you interpret financial documentation and manage data effectively.
✨Showcase Your Attention to Detail
This role requires exceptional attention to detail. During the interview, provide examples of how you've ensured accuracy in previous roles, especially in transaction allocations or compliance monitoring.
✨Prepare for Cross-Functional Questions
Since collaboration is key in this position, be ready to discuss your experience working with different teams. Think of specific instances where you successfully communicated or resolved issues across departments.
✨Demonstrate Problem-Solving Skills
The ability to tackle challenges proactively is crucial. Prepare to share examples of how you've approached complex problems in high-pressure situations, particularly in fund operations or allocations.
