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Middle office private market credit specialist

Birmingham (West Midlands)
Standard Life plc
€58,000 a year
Posted: 10h ago
Offer description

Job Description

Here at Standard Life, we guide millions of people through some of life’s biggest decisions. We’re searching for a Capital Markets Private Credit Specialist who shares our commitment to putting customers first, aiming high, and working together to join our Middle Office team, part of the Retirement Solutions & Asset Management function. This role will suit someone who has strong experience in Asset Management Private Markets, particularly pre-investment, trading activity and trade lifecyle. The ideal candidate will have extensive knowledge across investment products.

Job Type: Permanent

Location: This role will be based in either our London, Telford, Birmingham or Edinburgh office (3 days per week), with some time working between the office and home. There will be some travel between our Standard Life offices.

Salary and benefits: From £52,300 (subject to experience) + bonus, excellent pension scheme, private medical insurance, electric vehicle scheme, 38 days holiday incl. Bank Holidays (pro‑rated), plus 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!


The role

Reporting directly to the Middle Office Private Credit Manager, the role involves private debt/investment reporting and post‑trade lifecycle management across the Capital Markets currently managed under external and internal mandates. A key focus is to ensure accurate and timely capture and reporting of investments through internal systems, coordinating activities among internal functions and key outsourced service providers. Responsibilities include overseeing private debt trade capture, settlement, lifecycle management, counterparty onboarding, AML due diligence, investor and regulatory reporting. The role will also span process improvement, automation, and operating model enhancements to achieve industry‑leading systems and controls across asset and fund classes.


Key Responsibilities

* Middle Office and Trade Life Cycle activities across Private Markets
* Demonstrated experience in middle office, fund operations, or investment support within private markets
* Strong understanding of private equity, private credit, or real asset investment structures
* Familiarity with systems like eFront, Investran, Aladdin, or similar
* Advanced Excel skills; experience with data tools (e.g., Tableau, Alteryx) and programming (e.g., Python) is advantageous
* Excellent communication, analytical, and problem‑solving skills
* Build and manage relationships with a range of stakeholders
* Provide data with particular focus on MI (management information) expertise to enhance outward reporting
* As key SME, support integration of new business lines emanating from closed book acquisitions, open book, and BPA activity
* Assist team lead to develop functional processes and controls in line with internal policies, good market practice, and regulatory guidelines
* Assist in preparation of presentation materials, creating customised analysis and presentations covering both market and strategic developments for the range of audience in a time‑sensitive environment


What Are We Looking For?

* Demonstrated experience of Middle office activities within Private Markets – Asset Management
* Experience and understanding of pre‑trade governance – strategy/investment guidelines/mandates
* Trading activity – from execution, trade capture and lifecycle
* Operational activity – transaction reporting, settlement, reconciliations and operational controls
* Demonstrated internal and external stakeholder management experience
* Functional knowledge of end‑to‑end investment management technology/operating models, and downstream consumers/value chain
* Strong data analytical skills – Power BI, SQL, VBA preferred. Strong Excel skills (Intermediate‑Advanced level)


Desirable

* Experience of KYC and CDD
* Experience of data management, reporting and delivering MI that adds value to the business
* Skilled in preparing well‑structured, clean, consistent and client‑focussed presentations and management information reports

We are committed to ensuring that everyone feels accepted and welcome. Applicants from all backgrounds are encouraged to apply. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

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