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

JR United Kingdom; London; On-site; GBP 80,000 - 150,000; Full time

Job summary

An established industry player in London is seeking a Finance Director for their single-family office. This pivotal role involves leading the finance and treasury functions, managing a diverse multi-asset portfolio, and preparing detailed investment reports. The ideal candidate will possess strategic thinking, strong leadership skills, and a deep understanding of financial instruments. This position offers a unique opportunity to work closely with prominent tech entrepreneurs, ensuring optimal financial management and compliance. If you are looking for a challenging yet rewarding role in a dynamic environment, this is the perfect opportunity for you.

Qualifications

• Minimum of five years’ experience in investment management or family offices.
• Deep knowledge of accounting principles and complex financial instruments.

Responsibilities

• Lead the finance and treasury function, optimizing processes and automation.
• Prepare investment reports for a multi-asset portfolio, ensuring accuracy.

Skills

Strategic Thinking

Financial Modelling

Leadership Skills

Communication Skills

Accounting Principles

IFRS Fundamentals

Investment Reporting

Education

University degree in finance, accounting, economics

Qualified Chartered Accountant (ACA or equivalent)

Tools

Advanced Excel

Job description

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

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Client:

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

08.05.2025

Expiry Date:

22.06.2025

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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).