Investment Operations - Associate

Petra Funds Group; Greater London; On-site; GBP 60,000 - GBP 80,000; Full time

Job description

Our Client is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $640 billion of total capital allocations, including $143 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve for the objectives of any investment program. With a culture built on entrepreneurialism, partnership and being a team within teams, our client offers joiners the opportunity to think out loud, collaboratively.

The investment operations analyst will support the investment operations team in transaction and capital markets pipeline management and execution across private equity secondaries, private equity co-investments, venture capital, growth equity, real estate and infrastructure and real assets. This role will be responsible for ownership of the latest updates from the deal, legal, tax and treasury teams by attending relevant transaction pipeline meetings, tracking all multi-channel communications flows and proactively chasing updates related to transactions they are staffed on. This information will be maintained live in SPI to establish shared consciousness across the deal teams‑of‑teams.

Disciplined document management will also be required as final legal closing packages for complex transactions and documented support for transaction allocation decisions must be organized and uploaded for wide dissemination to all stakeholders.

Responsibilities

• centralizing data capture and process flows through the client’s proprietary technology platform, SPI
• harmonizing transaction execution processes across private markets asset classes and strategies
• enhancing technology solutions supporting the client’s allocation policy
• centralizing sourcing, management and implementation of capital markets and fund management tools and provider relationships

Core Responsibilities

• track newly raised capital entering the client’s platform
• add new capital to the client’s transaction allocation engine
• facilitate transaction structuring, source financing facilities and implement hedging programs
• manage transaction funding logistics to ensure cash availability to close
• post final legal closing packages to internal stakeholders when deals have closed

How We Care

We believe people do their best work when they feel supported— personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well‑being.

What We’re Proud Of

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture.
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.