At a Glance
- Tasks: Manage loan portfolio accounting and operations for a dynamic Private Credit team.
- Company: Rapidly growing investment management firm in the heart of London.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Inclusive hiring process encouraging applications from diverse backgrounds.
- Why this job: Join a challenging role where your skills can make a real impact.
- Qualifications: Qualified Chartered Accountant with experience in lending or private credit.
The predicted salary is between 59400 - 72600 £ per year.
15th September, 2026
Trace is recruiting a Finance & Operations Manager to join the team of a rapidly growing Private Credit team in an investment management firm based in the City of London.
Your Role
- Responsibility for the loan portfolio accounting and operations teams for the Private Credit business.
- Produce MI and analysis on the loan book position for senior management.
- Ownership of cash management, reconciliations and operational controls.
- Identify operational risks ensuring any weaknesses are improved.
- Improve controls and documentation of procedures across the team.
- Monitor reconciliations across the operational and finance systems.
- Manage the team, ensuring KPI's are SLA's are met.
- Working on finance operations projects as and when required.
Your Skills and Qualifications
- Qualified Chartered Accountant (ACCA, ACA, CIMA) with experience in lending or private credit.
- Experience in lending accounting and operations is essential with knowledge from onboarding through to payments and reconciliations.
- Excellent analytical and numerical skills with great attention to detail.
- Strong Excel skills with the ability to work with large volumes of data.
If you have relevant experience, fit the above criteria and are looking for an exciting, rewarding and challenging role, please apply today by sending an updated copy of your CV.
Unfortunately we cannot consider candidates that need to be sponsored now or in the future.
For immediate consideration please contact Simon Humphreys at Trace Recruitment.
We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role.
As such, we encourage applications from under-represented groups in the accountancy sector.
Please let us know if we can make any reasonable adjustments for you at any stage in the process.
Finance & Operations Manager in London employer: Trace
Trace is an exceptional employer that prioritises inclusivity and diversity, creating a supportive environment where every team member feels valued. As a Cash Management Analyst, you will benefit from a collaborative work culture that encourages professional growth and development, alongside competitive compensation and benefits. Located in a dynamic investment management firm, this role offers the opportunity to engage with a diverse range of investment strategies while contributing to meaningful financial operations.
StudySmarter Expert Advice🤫
We think this is how you could land Finance & Operations Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Trace. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance & Operations Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Trace.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Trace's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Trace
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Trace.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Trace will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Trace employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
