Platform Operations Lead

Tangible

. Own the operational lifecycle of transactions on the platform, from deal setup and listing through bidding, award, closing, settlement and fee collection .

Posted 11/11/2026full-timeLondon • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transaction operations and deal execution within private markets, ensuring compliance and operational efficiency. Proficient in managing multiple transactions, developing SOPs, and applying AI tools to enhance operational processes.

Highest-signal resume keywords

Transaction OperationsKYC/AML FamiliarityOperational Process ImprovementFINRA QualificationsData Skills (SQL, Metabase)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction Lifecycle ManagementDeal ExecutionOperational ComplianceSOP DevelopmentSecondary Transaction Lifecycle UnderstandingAuction ProcessesReporting SkillsData AnalysisWorkflow Platforms ProficiencyE-Signature Tools

Soft Skills

Excellent Communication SkillsClient ManagementDeadline ManagementAttention to DetailConfidence in Client Interactions

Tools & Technologies

AI ToolsWorkflow PlatformsE-Signature ToolsStructured TrackersAdvanced Spreadsheets

Certifications & Qualifications

FINRA SIEFINRA Series 63FINRA Series 82

Industry Keywords

Private MarketsBroker-Dealer OperationsFund OperationsSecondaries PlatformWealth PlatformPlacement AgentFund AdministratorTransfer AgentLP Interest TransfersCapital Account Statements

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Own the operational lifecycle of transactions on the platform, from deal setup and listing through bidding, award, closing, settlement and fee collection
Prepare and launch liquidity windows with Product and partners
Onboard buyers across partner platforms
Manage a pipeline of parallel transactions against partner timelines
Coordinate documentation, KYC and fund administrator review through settlement
Act as an operational point of contact for partners, GPs, fund administrators, buyers, sellers and their advisors
Ensure transactions run within the broker-dealer's compliance framework with complete, audit-ready records
Work with Finance to invoice and collect fees on completed transactions
Develop and maintain SOPs, partner playbooks and operating metrics
Partner with Product and Engineering on requirements, testing and internal tooling
Apply AI tools to automate operational work
Work across European and US hours with strong overlap with both

Requirements

What you’ll need

4 to 7 years' experience in transaction operations, deal execution or fund operations in private markets
Excellent written and verbal communication skills
Confidence working directly with clients and institutional counterparties
Track record of managing multiple live transactions against fixed deadlines with a high degree of accuracy
Experience designing and improving operational processes
Familiarity with KYC/AML requirements
Proficiency with workflow platforms, e-signature tools and structured trackers
Interest in applying AI tools to operations
Willingness to obtain FINRA qualifications (SIE, Series 63 and Series 82), with company support
Understanding of the secondary transaction lifecycle, including LP interest transfers, purchase and sale agreements, transfer and subscription agreements, capital account statements, GP consent and fund administrator workflows
Experience at a secondaries platform or advisor, wealth platform, placement agent, fund administrator or transfer agent
Experience in US broker-dealer operations or compliance, or existing FINRA registrations
Experience with auction or window-based secondary processes, or with feeder and evergreen funds held by individual investors
Reporting or data skills (SQL, Metabase or advanced spreadsheets)

Benefits

Comp & perks

3-month probation period
37 hours/week
28 days of annual leave
Company support for obtaining FINRA qualifications (SIE, Series 63 and Series 82)