At a Glance
- Tasks: Manage borrower facilities and ensure smooth financial operations in a dynamic investment environment.
- Company: Join a certified B Corp committed to making a positive impact with over £2.5 billion managed.
- Benefits: Competitive salary, flexible working, comprehensive benefits, and professional development opportunities.
- Other info: Access to AI tools like ChatGPT Enterprise to enhance your work and improve efficiency.
- Why this job: Be part of an innovative team that values your ideas and initiative while making a real difference.
- Qualifications: Experience in loan servicing or asset finance with strong attention to detail and communication skills.
The predicted salary is between 50000 - 70000 € per year.
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2026'. If this sounds like an environment where you would flourish, then read on…
The Investment Finance and Operations team ensures the smooth financial and operational running of our investment platforms. They manage transactions, reporting and controls that underpin the performance and integrity of our funds and portfolios.
The In-Life Operations Executive is responsible for managing the ongoing servicing of borrower facilities across the Private Credit portfolio. This includes overseeing borrower billing, facility amendments, arrears monitoring, and lifecycle events such as extensions and terminations. The role ensures that borrower accounts are maintained accurately within the loan management system and that all operational processes are executed in accordance with internal controls and facility terms. The successful candidate will work closely with Relationship Services Team, Finance, and Operations to support the effective servicing of the loan book while ensuring operational accuracy and strong borrower account management.
Key Responsibilities
- Manage the ongoing servicing of borrower facilities across the Private Credit portfolio
- Maintain and update borrower facilities within the Aspire loan management system, including changes to:
- Interest rates
- Participation allocations
- Exposure limits
- Fees and facility terms
- Ensure all facility updates are accurately recorded and supported by appropriate documentation
- Preparation and issuance of borrower invoices and statements, including settlements and fees
- Processing of capitalised interest calculations in accordance with facility terms
- Maintain the billing calendar to ensure invoices and statements are produced on time
- Respond to billing and account queries from internal stakeholders and borrowers
- Monitor borrower arrears positions and maintain accurate records across the portfolio
- Support the tracking and management of overdue balances
- Assist with borrower account queries and internal reporting relating to arrears positions
- Process facility amendments, asset extensions, and borrower changes within the loan management system
- Support facility terminations and interest suspensions where required
- Manage and track legal fees and related operational processes
Knowledge & Experience
- Experience working in loan servicing, lending operations, or asset finance operations
- Understanding of loan lifecycle servicing, including billing, amendments, and borrower account management
- Strong attention to detail and data accuracy
- Experience working with loan administration systems
- Experience supporting arrears monitoring, escalation and working with a credit team
- Experience within private credit, structured finance, or asset finance
Qualities and Competencies
- High attention to detail and strong control mindset
- Strong ownership mindset with the ability to investigate and resolve issues independently
- Strong organisational skills and ability to manage multiple operational tasks
- Excellent communication skills with the ability to handle internal and borrower queries
- Proactive, solution-focused approach to operational issues and willing to improve existing processes
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
- Stay Curious.
- Be Generous.
- Take Thoughtful Action.
- Pull Together.
- Own It.
In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
Investment Finance & Operations – In-Life Operations Executive in London employer: Triple Point
At Triple Point, we pride ourselves on being a certified B Corp and a Sunday Times 'Best Place to Work 2026', fostering a collaborative and innovative work culture where your ideas are valued. As an In-Life Operations Executive, you'll benefit from a competitive salary, a comprehensive benefits package, and genuine opportunities for professional growth in a supportive environment that encourages curiosity and thoughtful action. Join us in making a meaningful impact while enjoying flexible working arrangements and access to cutting-edge technology to enhance your role.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Finance & Operations – In-Life Operations Executive in London
✨Tip Number 1
Network like a pro! Reach out to people in the investment finance sector, especially those who work at Triple Point. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of loan servicing and borrower account management. Show us you know your stuff and can handle the nitty-gritty of the role!
✨Tip Number 3
Don’t forget to showcase your attention to detail during the interview. We love candidates who can demonstrate their organisational skills and how they’ve tackled operational tasks in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our awesome team at Triple Point.
We think you need these skills to ace Investment Finance & Operations – In-Life Operations Executive in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in loan servicing and operations. We want to see how your skills align with the role of In-Life Operations Executive, so don’t hold back on showcasing your relevant achievements!
Show Off Your Attention to Detail:Given the nature of the role, it’s crucial to demonstrate your strong attention to detail. Use specific examples from your past work where you’ve successfully managed data accuracy or resolved issues independently. This will show us you’re the right fit for our team!
Be Proactive in Your Approach:We love candidates who take initiative! In your application, mention any instances where you’ve improved processes or tackled operational challenges head-on. This will reflect our values of being solution-focused and taking thoughtful action.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our innovative team at Triple Point!
How to prepare for a job interview at Triple Point
✨Know Your Loan Servicing Inside Out
Make sure you brush up on your knowledge of loan servicing and the entire loan lifecycle. Be prepared to discuss specific processes like billing, amendments, and borrower account management. This will show that you understand the core responsibilities of the In-Life Operations Executive role.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, be ready to provide examples from your past experiences where your attention to detail made a difference. Whether it’s managing borrower accounts or processing invoices, highlight how your meticulous nature has positively impacted your work.
✨Showcase Your Problem-Solving Skills
The interviewers will want to see how you handle operational issues. Prepare to discuss scenarios where you’ve had to investigate and resolve problems independently. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Communicate Clearly and Confidently
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly, especially when discussing complex topics like arrears monitoring or facility lifecycle events. Being able to convey information succinctly will demonstrate your capability to handle internal and borrower queries.
