Private Credit and Banking Associate

JR United Kingdom; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading SaaS company in the private capital markets sector is seeking a Private Credit and Banking Associate to support client relationships and enhance user experience. This role offers a unique opportunity to gain hands-on experience in fintech while collaborating closely with top financial institutions.

Qualifications

• 2-4 years of professional experience, ideally in investment banking or private credit.
• Strong interest in capital markets and fintech.
• Organized and detail-oriented, with strong multitasking abilities.

Responsibilities

• Support client relationships and serve as a key point of contact.
• Help lead onboarding and training for clients.
• Monitor client activity and collaborate cross-functionally.

Skills

Communication

Interpersonal Skills

Time Management

Problem Solving

Education

Bachelor’s degree in Business, Finance, or a related field

Masters degree in Finance/Management or MBA

Job description

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Private Credit and Banking Associate, london

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Client:

Termgrid

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Private Credit / Banking Associate

Termgrid is redefining private capital markets with its pioneering SaaS/Fintech platform tailored for the private debt ecosystem. Our vertical-focused remote collaboration technology empowers investment firms to significantly streamline debt financing activities and drive strategic insights through a centralized transaction data platform.

With a global user base of over 1,100 financial institutions and 20,000+ finance professionals, including leading Private Equity investors (e.g., KKR, Apax) and top institutions (e.g., Goldman Sachs, JP Morgan), Termgrid is at the forefront of innovation in one of the most critical parts of the global economy.

We’re seeking a Private Credit and Banking Associate to support and grow relationships across Termgrid’s expanding client base. This is a great opportunity for someone early in their career who is excited to work directly with leading private equity, credit and capital markets firms, help clients adopt and maximize the value of the platform, and play a key role in delivering an exceptional customer experience. You’ll work cross-functionally with Sales, Product, and Customer Success teams while gaining hands-on exposure to SaaS, fintech, and private capital markets.

Why should you consider Termgrid?

The Mission: Long-term success at Termgrid means we’ll have fundamentally changed the way the $2 trillion private debt market operates. It's a chance to make a deep, lasting impact on a critical part of the global economy.

The Team: You'll work with a top-class team that includes alumni from Goldman Sachs, JP Morgan, Citibank, and Providence Equity — led by seasoned founders who understand the industry deeply.

The Opportunity: You’ll join Termgrid at a high-growth stage, working directly with clients and cross-functional teams while gaining hands-on experience across customer success, product, operations, and growth. This role offers a unique opportunity to transition from financial services into an operating role at a fast-growing SaaS company, while still leveraging your capital markets knowledge. You’ll have direct exposure to leading private equity and capital markets clients, building a strong foundation in client management, product adoption, and startup operations.

Details

Job Title: Private Credit and Banking Associate

Location: London

Reports to: Global Head of Credit and Bank Coverage

What You’ll Do

• Support client relationships - serve as a key point of contact for assigned clients, helping build strong relationships with product users and decision-makers, and ensuring their questions and needs are addressed.
• Help lead onboarding and training - work closely with internal teams to coordinate smooth client onboarding, assist clients in getting up to speed with the product, and deliver basic training to help them get value quickly.
• Participate in client meetings - help organize and prepare for regular client check-ins and reviews, track usage data, and support conversations that highlight how clients are using Termgrid.
• Monitor client activity - keep an eye on client usage and account health, flag any issues or risks early, and work with the team to resolve them.
• Work cross-functionally - collect client feedback, share ideas with Product, Sales, and Engineering teams, and help advocate for improvements that make the client experience even better.

What We’re Looking For

• Bachelor’s degree in Business, Finance, or a related field, plus 2-4 years of professional experience - ideally in investment banking or private credit
• Experience in a startup environment is preferred but not a must
• Alternatively a Masters degree in Finance/Management or MBA alongside relevant professional experience gained through a mix of full time and internships
• A strong interest in capital markets and fintech.
• Excellent communication and interpersonal skills; comfortable working directly with clients and cross-functional teams.
• Organized and detail-oriented, with strong time management and multitasking abilities.
• Proactive problem-solver who can manage multiple projects in a fast-paced, dynamic environment.
• Eagerness to learn, take ownership of projects, and grow within a high-growth startup.