Finance Director in Family Office

Antonia Saunders; London; On-site; GBP 80,000 - 150,000; Full time

Job summary

A leading multi-billion international single-family office is seeking a Finance Director to manage finance and treasury operations for a global multi-asset portfolio. This senior leadership role demands extensive experience in investment management, along with strong accounting skills and strategic planning abilities. The ideal candidate will oversee financial reporting, manage banking relationships, and ensure compliance across jurisdictions, all while collaborating with a professional team.

Qualifications

• Minimum five years experience in investment management, family office, or investment banking.
• Strong understanding of accounting standards (including IFRS) and financial instruments.
• Advanced financial modelling skills required.

Responsibilities

• Oversee finance and treasury functions, ensuring efficient liquidity management.
• Produce regular investment reports for diversified portfolio, covering various asset classes.
• Lead financial planning and analysis, including budgeting and forecasting.

Skills

Leadership

Strategic mindset

Integrity

Communication

Education

Degree in finance, accounting, economics, or related field

Chartered Accountant qualification (ACA or equivalent)

Tools

Excel

Job description

Our client, a multi-billion international single-family office, is seeking an experiencedFinance Director to lead the finance and treasury operations, overseeing a global multi-asset portfolio that includes:

• Private equity and venture capital funds

• Hedge funds

• Public equities

• Fixed income instruments

• Direct investments

Responsibilities:

• Oversee the finance and treasury functions, driving the development, enhancement, and automation of processes.

• Produce regular investment reports for a diversified multi-asset portfolio, covering private equity funds, ETFs, active managers, hedge funds, fixed income products, and derivatives.

• Create and maintain financial reports to support accurate and timely decision-making.

• Lead financial planning and analysis (FP&A) efforts, including budgeting, forecasting, and long-term strategic planning.

• Evaluate historical and projected costs across the family office, highlighting issues and opportunities, and providing actionable insights to management.

• Manage banking relationships, supervise treasury operations, and ensure efficient liquidity management.

• Oversee and participate in the execution of payments related to both investments and operational activities.

• Collaborate with tax and legal advisors to ensure compliance and robust risk management across multiple jurisdictions.

• Serve as a primary point of contact for UBOs, external advisors, and financial institutions, handling confidential information with the utmost discretion and professionalism.

Requirements:

• Strong understanding of accounting standards (including IFRS), financial instruments, and valuation techniques.

• Extensive experience preparing investment reports across public and private asset classes.

• Demonstrated leadership, strategic mindset and ability to work autonomously in a dynamic environment.

• Exceptional integrity, confidentiality and communication skills.

• At least five years of relevant experience in investment management, family office, or investment banking settings.

• Degree in finance, accounting, economics, or a related technical field.

• Advanced proficiency in Excel and robust financial modelling skills.

• Chartered Accountant qualification (ACA or equivalent) required.

This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio.

Salary on application