Head of Finance & Portfolio Reporting – Boutique Investment Firm - Hybrid Working
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We are working with an incredibly successful family office, helping them secure someone to lead across finance and operations for the firm, with a focus on portfolio monitoring and valuations. This will work within a lean, high-calibre team and have direct interaction with the CIO and investment team.
This is a broad, high-exposure role sitting across finance, investment support, portfolio oversight and strategic planning. The successful candidate will act as the investment teams’ go-to person for financial queries, analysis and decision support. The finance element will centre on cash flow, liquidity and banking relationships. The role will also work alongside the investment team on scenario modelling, due diligence and analysis of prospective investments and asset purchases, helping assess opportunities and provide clear insight on portfolio exposure and wider strategic considerations. It will also liaise with external advisers on tax-related matters.
For this we are looking for a CFA qualified professional (or equivalent) who is in a non-investment finance focused role. The role requires a commercially minded finance professional with strong judgement, financial literacy and the confidence to operate in a highly visible, unstructured environment. Strong communication skills and the ability to work effectively with both internal and external stakeholders are essential. Family office and HNW exposure would be desirable.
The firm have a strong culture, with low turnover and operates a largely remote business model (1 days in the office). They will offer a strong base / bonus dependent on candidate's experience.