Head of Investment

Sellick Partnership; Liverpool City Region; On-site; GBP 65,000 - 85,000; Full time

Job summary

A leading financial services organization is seeking a Head of Investment Reporting to lead their investment accounting team. The ideal candidate will possess significant experience in financial services, strong analytical skills, and the ability to build effective stakeholder relationships. This permanent role offers excellent career prospects in a collaborative and dynamic environment.

Qualifications

• Significant experience in financial services, particularly in investment accounting.
• Track record of managing teams and complex financial processes.
• Strong knowledge of derivatives and investment products.

Responsibilities

• Lead the investment accounting process including valuations and daily box management.
• Manage financial close processes and reporting.
• Build relationships with stakeholders and provide insightful challenges.

Skills

Analytical skills

Problem-solving skills

Communication skills

Team leadership

Commercial acumen

Education

Relevant academic qualifications in finance or accounting

Job description

Direct message the job poster from Sellick Partnership

Senior Manager - Finance & Accountancy Division (Permanent, Interim & Contract roles) at Sellick Partnership

Head of Investment Reporting

Duration: Permanent

Sellick Partnership has been engaged to recruit a permanent highly skilled and experienced Head of Investment Reporting for a leading reputable, instantly recognisable, profitable and long established financial services organisation based in Greater Manchester.

As a leading provider in the industry, they give the highest priority to being able to withstand and recover effectively from operational disruption. This is an exceptional opportunity to join a dynamic team and contribute to the continued success of the business.

Reporting into the Group Finance Director you will be responsible for leading the team that is accountable for the investment accounting process, including valuations and daily box management. You will oversee outsourced investment accounting, provide technical accounting support, and drive investment data controls. This role involves significant change management on new product types, ensuring timely delivery of new asset classes, products, and regulatory developments.

Therefore you will lead the management of the financial close process, which includes producing a full and complete ledger (interfaces, reconciliations and both actuarial and financial journals) as well as cost, project, investment and tax accounting for the Group and its subsidiary companies. This role includes ownership, control and running of the daily box management process including resolving issues and reducing the risk and exposure.

You will be provided with a supportive, collaborative, and open environment to think creatively. A key component of this role is building trusted and meaningful relationships with key stakeholders. You will provide credible insights and challenge, drawing on your business knowledge. Your role has the option to include attending leadership committees focusing on identifying and mitigating strategic, operational, financial and risk.

The ideal candidate for this position will have significant relevant industry experience (financial services) with a demonstrable track record of undertaking similar roles. You will need strong experience of building a team (excellent delegation skills is a must) and have good investment accounting knowledge – basically if you don’t understand a derivative from an OEIC there’s no point in applying!

The successful candidate will be operationally and commercially focused on business drivers and outcomes and can communicate complex financial matters clearly and precisely to a variety of senior stakeholders.

You possess excellent analytical and problem-solving skills, allowing you to effectively identify and assess risks, advise on mitigation strategies, make informed decisions and create a buy-in to the strategic vision.

You will be a proactive self-starter who thrives in a fast-paced environment and can effectively communicate and collaborate with stakeholders at all levels of the organisation. You will be comfortable delivering constructive challenge, oversight and advice to stakeholders at levels.

You need great influencing and presentation skills coupled with the ability to communicate confidently and effectively with all levels across the business.

You need to have strong commercial acumen and the ability to critically review work to identify potential issues, weaknesses, errors and omissions. Our client is looking for somebody with a track record of success and an excellent academic record who is looking to take there next career step. This opportunity will offer you excellent exposure to the business and fantastic career prospects.

If you consider yourself to be a committed, career driven professional who can demonstrate the above experience and who would welcome the stimulus of this finance post then we would be pleased to hear from you.

If you would like to apply for this role or would like to find out more, please apply online or contact Jonathan Moss at Sellick Partnership

We are only able to consider applications from those who are eligible to work in the UK without requiring sponsorship.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Financial Services, Pension Funds, and Investment Management

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