Finance Director

Morgan Philips Group SA; London; On-site; GBP 100,000 - 150,000; Full time

Job summary

A prominent single-family office, based in central London, seeks a Finance Director to oversee finance and treasury operations across a multi-asset portfolio. Candidates should possess strong strategic leadership skills and extensive experience in investment reporting within financial management sectors.

Qualifications

• Minimum of five years experience in similar roles within investment management firms, family offices, or investment banks.
• Deep knowledge of accounting principles and IFRS fundamentals.

Responsibilities

• Leading finance function, including process development and optimisation.
• Preparing regular investment reports and managing financial planning and analysis activities.
• Coordinating with tax and legal advisors for compliance.

Skills

Financial Reporting

Strategic Thinking

Leadership

Communication

Analytical Skills

Education

University degree in finance, accounting, economics, or a related technical discipline

Qualified Chartered Accountant (ACA or equivalent)

Tools

Advanced Excel

Job description

FINANCE DIRECTOR – SINGLE FAMILY OFFICE
CENTRAL LONDON
PERMANENT ROLE


Role Overview:

Our client, a large-scale, international single-family office of prominent tech entrepreneurs, based in London, is seeking a Finance Director to join their team.

This senior leadership role offers 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.

Key Accountabilities:

• 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:

• While experience of working within a Single Family Office is not an absolute must for this role it would be a significant advantage.
• 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).

Please note you will receive an automated response advising you that we have received your CV.

Morgan Philips Group is a global talent solutions business that disrupts conventional thinking in executive search, recruitment and talent consulting. We operate in over 20 markets in Europe, North & South America, Asia, and the Middle East & Africa. We understand that the future is digital and social, so we embrace the latest technology, including video ads and CVs, as well as social recruiting. Our innovative services are tailored to the new world of work yet we do not lose sight of the fact that employees be they existing and potential are ultimately human beings.

We are committed to ensuring that all job applicants are treated equally, without discrimination because of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.