BREDS - Finance Associate

CFA Institute; Greater London; On-site; GBP 60,000 - 85,000; Full time

Job summary

CFA Institute is seeking an Associate to join our Finance and Operations team supporting a global real estate debt platform. The role involves overseeing operations of a large credit portfolio and collaborating with investment, finance, asset management, and external service providers across offices.

Key responsibilities include coordinating investments and financings, treasury and debt financing, covenant monitoring, cash flow review, and producing portfolio analytics for senior leadership

Qualifications

• Investment Operations experience is a must-have.
• Bachelor's degree in Finance, Accounting or related discipline.
• Approximately 3+ years' experience in transaction services, private equity, real estate debt, consulting, fund operations, or related financial services.
• Exposure to real estate and/or alternative investments is advantageous.
• Strong analytical, organisational and problem-solving skills with ability to manage multiple workstreams in a fast-paced environment.
• Excellent communication skills and high attention to detail.
• Advanced Excel skills and interest in leveraging technology to improve processes.
• Professional qualifications such as ACA, ACCA, CIMA or CFA are advantageous.

Responsibilities

• Supporting the operations of a large real estate debt portfolio across a range of fund structures, listed vehicles, managed accounts, and insurance platforms.
• Coordinating the execution of new investments, financings, and capital markets transactions alongside investment and finance teams.
• Managing investment funding processes, treasury activity, debt financing arrangements, and foreign exchange considerations.
• Overseeing credit facility operations, including drawdowns, repayments, covenant monitoring, compliance reporting, and fee calculations.
• Working with asset management and servicing teams to review interest calculations, cash flows, funding activity, and investor distributions.
• Reviewing portfolio analytics and operational reporting prepared for senior leadership.
• Supporting and mentoring junior team members while helping to drive operational efficiency and process improvements.

Skills

Investment Operations

Excel proficiency

Analytical skills

Communication skills

Problem-solving

Education

Bachelor's degree in Finance/Accounting or related

Job description

Our client is a leading global alternative investment manager with a significant real estate credit business and a diversified portfolio of institutional, fund, and listed investment vehicles. They are seeking an Associate to join a high-performing Finance and Operations team supporting a multi-billion-dollar real estate debt platform.

The Role

The successful candidate will support the operational management of a large and complex credit investment portfolio, working closely with investment professionals, finance teams, asset managers, and external service providers across international offices.

Key responsibilities include:

• Supporting the operations of a large real estate debt portfolio across a range of fund structures, listed vehicles, managed accounts, and insurance platforms.
• Coordinating the execution of new investments, financings, and capital markets transactions alongside investment and finance teams.
• Managing investment funding processes, treasury activity, debt financing arrangements, and foreign exchange considerations.
• Overseeing credit facility operations, including drawdowns, repayments, covenant monitoring, compliance reporting, and fee calculations.
• Working with asset management and servicing teams to review interest calculations, cash flows, funding activity, and investor distributions.
• Reviewing portfolio analytics and operational reporting prepared for senior leadership.
• Supporting and mentoring junior team members while helping to drive operational efficiency and process improvements.

Candidate Profile

• Investment Operations experience is a must-have.
• Bachelor's degree in Finance, Accounting, or a related discipline.
• Approximately 3+ years' experience gained within transaction services, private equity, real estate debt, consulting, fund operations, or a related financial services environment.
• Exposure to real estate and/or alternative investments is advantageous.
• Strong analytical, organisational, and problem-solving skills, with the ability to manage multiple workstreams in a fast-paced environment.
• Excellent communication skills and a high level of attention to detail.
• Advanced Excel skills and a strong interest in leveraging technology to improve processes.
• Professional qualifications such as ACA, ACCA, CIMA or CFA are advantageous.

This is an excellent opportunity to join a market-leading investment platform and gain exposure to complex transactions, portfolio operations, and financing activities within a growing global real estate credit business.