Platform Value-Creation Director, Financial Services

Finatal; Greater London; On-site; GBP 150,000 - 230,000; Full time

Job summary

Finatal is seeking a Director and Head of Financial Services Platform to lead value creation across a portfolio of financial services investments from London. You will shape capital strategy, identify buy-and-build opportunities, and drive operational improvements in collaboration with senior Partners and portfolio management.

You will oversee funding structures, performance KPIs, and governance, while mentoring the Platforms team and guiding exit and investor readiness across companies.

Qualifications

• 12+ years' experience across private equity, private credit, structured finance, asset management, or financial services.
• Deep expertise in structured finance, asset-backed lending, acquisition finance, or related capital structures.
• Proven track record of driving value creation within portfolio companies or operating businesses.

Responsibilities

• Lead value creation across the firm's financial services platform investments.
• Partner with management teams to deliver strategic, operational, and commercial improvement initiatives.
• Identify and execute buy-and-build opportunities, including add-on acquisitions and integration.
• Structure and oversee funding solutions, including acquisition finance, asset-backed facilities, and refinancing initiatives.
• Monitor platform performance, establishing KPIs, governance frameworks, and value creation plans.
• Lead turnaround and performance improvement initiatives where required.
• Manage covenant compliance, borrower reporting, and financing relationships across the portfolio.
• Build and develop the Platforms function, mentoring team members and contributing to investment strategy.
• Support exit planning, due diligence, and investor readiness across portfolio companies.

Job description

Finatal is seeking a Director and Head of Financial Services Platform to lead value creation across a portfolio of financial services investments from London. You will shape capital strategy, identify buy-and-build opportunities, and drive operational improvements in collaboration with senior Partners and portfolio management.

You will oversee funding structures, performance KPIs, and governance, while mentoring the Platforms team and guiding exit and investor readiness across companies.