Finance Director

Rix Capital; Greater London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Finance Director to lead its finance and treasury operations. This senior leadership role offers the chance to work within a lean, professional team managing a substantial global multi-asset portfolio, including private equity, hedge funds, and direct investments. The ideal candidate will possess a strategic mindset, operational excellence, and a hands-on approach to deliver strong results independently and through collaboration with external partners. If you have a proven track record in investment reporting and FP&A, this is a unique opportunity to make a significant impact in a fast-paced environment.

Qualifications

• 5+ years in similar roles in investment management or family offices.
• Deep knowledge of accounting principles and financial instruments.

Responsibilities

• Lead finance and treasury operations, optimizing processes and automation.
• Prepare investment reports for a diverse multi-asset portfolio.
• Manage FP&A activities including forecasting and budgeting.

Skills

Investment Reporting

Financial Planning & Analysis (FP&A)

Treasury Management

Leadership Skills

Strategic Thinking

Communication Skills

Analytical Skills

Integrity

Education

University degree in finance

Qualified Chartered Accountant (ACA or equivalent)

Tools

Excel

Job description

A multi-billion international single-family office of prominent tech entrepreneurs, based in London, is seeking a dynamic and highly experienced Finance Director to lead its finance and treasury operations. The ideal candidate will have a proven track record in investment reporting, FP&A, and treasury, along with extensive experience across both traditional and alternative asset classes.

This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio - including private equity and venture capital funds, hedge funds, public equities, fixed income, and direct investments. The ideal candidate will bring a strategic mindset, operational excellence, and a hands-on approach, delivering strong results both independently and by effectively leveraging external partners.

Responsibilities:

• Leading the finance and treasury function, including process development, optimisation, and automation.
• Preparing regular investment reports for a multi-asset portfolio, including private equity fund investments, ETFs, active managers, hedge funds, fixed income, and derivatives.
• Designing and maintaining other financial reports to ensure timely and accurate information for decision-making.
• Managing financial planning and analysis (FP&A) activities, including forecasting, budgeting, and long-term strategic planning.
• Analyzing historical and projected costs across the family office, identifying issues and opportunities, and advising management accordingly.
• Leading relationships with banks, overseeing treasury operations, and ensuring optimal liquidity management.
• Supervising and being directly involved in the preparation and execution of payments related to both the investment portfolio and family office operations.
• Coordinating with tax and legal advisors to ensure effective risk management and compliance across jurisdictions.
• Acting as a key liaison to the UBOs, external advisers, and financial institutions, while managing sensitive information with discretion and professionalism.

Requirements:

• Deep knowledge of accounting principles, IFRS fundamentals, complex financial instruments, and valuation methodologies.
• Extensive experience in preparing investment reports for portfolios that include both public and private investments.
• Proven leadership skills, strategic thinking, and the ability to operate independently in a fast-paced environment.
• High level of integrity, discretion, and strong communication skills.
• Minimum of five years’ experience in similar roles within investment management firms, family offices, or investment banks.
• University degree in finance, accounting, economics, or a related technical discipline.
• Advanced Excel proficiency and strong financial modelling capabilities.
• Qualified Chartered Accountant (ACA or equivalent).

Seniority level

Director

Employment type

Full-time

Job function

Finance, Accounting/Auditing, and Management

Industries

Investment Advice, Investment Management, and Financial Services