Investment Finance & Operations - In-Life Operations Executive

The Function & Team

The Investment Finance and Operations team ensures the smooth financial and operational running of our investment platforms. They manage transactions, reporting and controls that underpin the performance and integrity of our funds and portfolios.

Role Summary

The In-Life Operations Executive is responsible for managing the ongoing servicing of borrower facilities across the Private Credit portfolio.

This includes overseeing borrower billing, facility amendments, arrears monitoring, and lifecycle events such as extensions and terminations. The role ensures that borrower accounts are maintained accurately within the loan management system and that all operational processes are executed in accordance with internal controls and facility terms.

The successful candidate will work closely with Relationship Services Team, Finance, and Operations to support the effective servicing of the loan book while ensuring operational accuracy and strong borrower account management.

Key Responsibilities

Loan Servicing & Account Management

• Manage the ongoing servicing of borrower facilities across the Private Credit portfolio
• Maintain and update borrower facilities within the Aspire loan management system, including changes to:
  • Interest rates
  • Participation allocations
  • Exposure limits
  • Fees and facility terms
• Ensure all facility updates are accurately recorded and supported by appropriate documentation

Billing & Interest Processing

• Preparation and issuance of borrower invoices and statements, including settlements and fees
• Processing of capitalised interest calculations in accordance with facility terms
• Maintain the billing calendar to ensure invoices and statements are produced on time
• Respond to billing and account queries from internal stakeholders and borrowers

Arrears & Borrower Monitoring

• Monitor borrower arrears positions and maintain accurate records across the portfolio
• Support the tracking and management of overdue balances
• Assist with borrower account queries and internal reporting relating to arrears positions

Facility Lifecycle Events

• Process facility amendments, asset extensions, and borrower changes within the loan management system
• Support facility terminations and interest suspensions where required
• Manage and track legal fees and related operational processes

Knowledge & Experience

Essential:

• Experience working in loan servicing, lending operations, or asset finance operations
• Understanding of loan lifecycle servicing, including billing, amendments, and borrower account management
• Strong attention to detail and data accuracy
• Experience working with loan administration systems
• Experience supporting arrears monitoring, escalation and working with a credit team
• Experience within private credit, structured finance, or asset finance

Qualities and Competencies

• High attention to detail and strong control mindset
• Strong ownership mindset with the ability to investigate and resolve issues independently.
• Strong organisational skills and ability to manage multiple operational tasks.
• Excellent communication skills with the ability to handle internal and borrower queries.
• Proactive, solution-focused approach to operational issues and willing to improve existing processes.

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

·       Stay Curious.

·       Be Generous.

·       Take Thoughtful Action.

·       Pull Together.

·       Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.