Investment Finance Manager - Private Markets & Tax (London)

AP Executive; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A single family office in Greater London is seeking a Finance Manager to manage and report on their investment portfolio. The role involves liaising with investment analysts and preparing financial statements. Candidates should have a bachelor's degree and preferably a CFA qualification. Benefits include private healthcare and a competitive pension scheme. The position is office-based with WFH options on Fridays.

Benefits

Private healthcare

5% matched private pension contribution

25 days annual leave

Qualifications

• Strong academic background with a relevant bachelor’s degree.
• CFA qualification preferred or part-qualified.
• Solid administrative background in finance or accounting.

Responsibilities

• Manage and track investment portfolios with Addepar software.
• Collaborate with analysts on investment models in Excel.
• Prepare annual financial statements and manage the office.

Skills

Investment analysis

Excel proficiency

Professional communication

Attention to detail

Organizational skills

Education

Relevant bachelor’s degree

CFA qualification

ACA/ACCA qualifications

Tools

Addepar portfolio software

Sage Accounting software

Job description

A single family office in Greater London is seeking a Finance Manager to manage and report on their investment portfolio. The role involves liaising with investment analysts and preparing financial statements. Candidates should have a bachelor's degree and preferably a CFA qualification. Benefits include private healthcare and a competitive pension scheme. The position is office-based with WFH options on Fridays.