Director & Head of Platforms

Finatal; Greater London; On-site; GBP 350,000 - 520,000; Full time

Job summary

Finatal is seeking a Director and Head of Financial Services Platform to lead value creation across a portfolio of investments, combining operational leadership with capital strategy and strategic execution. You will drive commercial performance, acquisitions, and platform development in a high-growth environment.

You will partner with senior management and boards to shape portfolio strategies, structure funding, and oversee performance metrics, while mentoring the Platforms team and guiding

Qualifications

• 12+ years' experience across private equity, private credit, structured finance, asset management, or financial services.
• Deep expertise in structured finance, asset-backed lending, acquisition finance, or related capital structures.
• Proven track record of driving value creation within portfolio companies or operating businesses.
• Experience leading teams and influencing senior stakeholders, including executive management and boards.
• Strong commercial judgement with excellent analytical and strategic problem-solving skills.
• Experience across buy-and-build strategies or platform businesses is advantageous.
• ACA, ACCA, CFA, MBA, or a similar qualification is welcomed but not essential.

Responsibilities

• Lead value creation across the firm's financial services platform investments.
• Partner with management teams to deliver strategic, operational, and commercial improvement initiatives.
• Identify and execute buy-and-build opportunities, including add-on acquisitions and integration.
• Structure and oversee funding solutions, including acquisition finance, asset-backed facilities, and refinancing initiatives.
• Monitor platform performance, establishing KPIs, governance frameworks, and value creation plans.
• Lead turnaround and performance improvement initiatives where required.
• Manage covenant compliance, borrower reporting, and financing relationships across the portfolio.
• Prepare investment committee materials and portfolio performance reporting.
• Build and develop the Platforms function, mentoring team members and contributing to investment strategy.
• Support exit planning, due diligence, and investor readiness across portfolio companies.

Skills

Leadership

Strategic thinking

Stakeholder management

Analytical skills

Commercial acumen

Education

ACA

ACCA

CFA

MBA

Job description

Director | Head of Platforms (Financial Services)

Private Equity & Private Credit

Competitive salary + bonus + carried interest

Location: London

WW16495

Finatal is partnering with a leading mid-market private equity and private credit investment firm to appoint a Director and Head of Financial Services Platform. This is a unique opportunity to lead value creation across a portfolio of financial services investments, combining operational leadership, structured finance expertise, and strategic execution to build and scale high-growth platform businesses.

Working closely with senior Partners and management teams, you will drive commercial performance, capital strategy, acquisitions, and operational improvement across the portfolio, while helping shape the firm's broader platform strategy.

Responsibilities:

• Lead value creation across the firm's financial services platform investments
• Partner with management teams to deliver strategic, operational, and commercial improvement initiatives
• Identify and execute buy-and-build opportunities, including add-on acquisitions and integration
• Structure and oversee funding solutions, including acquisition finance, asset-backed facilities, and refinancing initiatives
• Monitor platform performance, establishing KPIs, governance frameworks, and value creation plans
• Lead turnaround and performance improvement initiatives where required
• Manage covenant compliance, borrower reporting, and financing relationships across the portfolio
• Prepare investment committee materials and portfolio performance reporting
• Build and develop the Platforms function, mentoring team members and contributing to investment strategy
• Support exit planning, due diligence, and investor readiness across portfolio companies

Requirements:

• 12+ years' experience across private equity, private credit, structured finance, asset management, or financial services
• Deep expertise in structured finance, asset-backed lending, acquisition finance, or related capital structures
• Proven track record of driving value creation within portfolio companies or operating businesses
• Experience leading teams and influencing senior stakeholders, including executive management and boards
• Strong commercial judgement with excellent analytical and strategic problem-solving skills
• Experience across buy-and-build strategies or platform businesses is advantageous
• ACA, ACCA, CFA, MBA, or a similar qualification is welcomed but not essential