Finance Director – Single Family Office -(M&F) UK868894

Morgan Philips Group; Greater London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Finance Director for their single-family office in Central London. This pivotal role involves managing a diverse global portfolio, including private equity and hedge funds, while leading a small, professional team. The ideal candidate will possess a strategic mindset and operational excellence, ensuring effective financial planning and analysis. With a focus on integrity and communication, you'll liaise with external partners and manage sensitive information. Join this innovative firm to make a significant impact in a fast-paced environment where your expertise will be valued.

Qualifications

• 5+ years in investment management, family offices, or investment banks.
• Deep knowledge of accounting principles and complex financial instruments.

Responsibilities

• Lead finance and treasury functions, optimizing processes and automation.
• Prepare investment reports for a multi-asset portfolio.

Skills

Strategic Thinking

Leadership

Financial Analysis

Communication Skills

Excel Proficiency

Education

University degree in finance

Chartered Accountant (ACA or equivalent)

Tools

Advanced Excel

Job description

Finance Director – Single Family Office -(M&F) UK868894

Finance Director – Single Family Office -(M&F) UK868894

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Morgan Philips Group

UK Director at Morgan Philips Specialist Recruitment

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).

Seniority level

• Director

Employment type

• Full-time

Job function

• Finance
• Investment Management

Referrals increase your chances of interviewing at Morgan Philips Group by 2x

Sign in to set job alerts for “Financial Director” roles.

Greater London, England, United Kingdom 1 week ago

Related roles:

• Head of Group FP&A (Director) – Global Professional Services
• Finance Director, Leading Global Professional Sports Tournament - Middle East based role
• Chief Financial Officer at Private Equity Insights