Trevose Partners
Loan Operations Manager
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Lending Operations Manager
A leading global financial services firm is looking to hire a Lending Operations Manager on a 14-month fixed-term contract.
The role sits within a small Operations team and focuses on the operational management of loans and lending transactions, supporting a diverse investment portfolio across private credit, private equity, and real estate.
This is a hands-on operations role, providing oversight of a small team and working closely with the investment and deal teams. The successful candidate will take responsibility for keeping the day-to-day operation of the function running smoothly and managing the operational execution of transactions throughout their lifecycle.
Role Responsibilities
- Assessing the operational requirements of new transactions and understanding any approval requirements
- Supporting transactions through execution, booking, ongoing management, and closing
- Managing and maintaining transactions across LoanIQ and related platforms
- Ensuring transactions are accurately booked, recorded, and managed
- Acting as an approver across the relevant operational processes
- Overseeing loan administration and maintaining accurate investment data
- Managing fees and related portfolio administration
- Working with cash/clearing and Finance teams as required
- Reviewing and interpreting credit agreements and other legal documentation
- Working closely with Investment, Legal, Credit, Finance, Tax, and other specialist teams
- Liaising with external service providers where required
- Managing multiple transactions and competing priorities across the portfolio
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Ideal Candidate Profile
- 8+ years' experience within a middle office or operations function in financial services
- Strong experience supporting the operational delivery of bilateral and syndicated transactions
- Extensive experience using LoanIQ or an equivalent corporate loan management platform
- Confidence reviewing and interpreting credit agreements and other legal documentation
- A good understanding of financial, accounting, and valuation concepts
- Strong communication and stakeholder management skills, with experience working across different internal teams
- Previous leadership, oversight, or approval responsibilities within an operations environment
- The ability to manage multiple priorities and deliver accurately within deadlines
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Exposure to fund operations or portfolio management would be advantageous, although this is not essential.
This would suit someone with a strong loan operations background who is comfortable being hands-on with the day-to-day running and oversight of transactions, while working closely with senior stakeholders across the wider business.
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