Portfolio Finance Manager - Family Office backed Real Estate

Trident International Associates; City Of London; Hybrid; GBP 80,000 - 90,000; Full time

Job summary

A market-leading property group in London is seeking a Portfolio Finance Manager to take ownership of financial reporting for its UK real estate assets. The role requires a qualified accountant with experience in real estate and strong communication skills. Join an entrepreneurial culture and enjoy flexibility around work-life commitments, pension schemes, and a gym benefit.

Benefits

Pension

Life insurance

Bonus

27 days pro-rata holiday

Enhanced pension

Gym

Qualifications

• 3-5+ years' PQE in finance roles.
• Strong background in real estate or family office.
• Hands-on and proactive in approach.

Responsibilities

• Lead quarterly financial reporting for the portfolio.
• Manage relationships with outsourced providers.
• Oversee debt covenant and cash management.

Skills

Communication skills

Stakeholder management

Tax compliance

Cash management

Education

Qualified accountant (ACA / ACCA / CIMA)

Job description

London (West End) 80,000- 90,000 with some hybrid flexibility

Join a market-leading property group at a pivotal stage of growth.

Portfolio Finance Manager - Real Estate - OUR CLIENT has multiple decades of excellence in UK real estate. This privately backed property group is known for its award-winning developments / investments and community-led approach to placemaking - having delivered commercial and mixed use nationwide, landmark schemes - always with people, design, and sustainability at the heart of what they do.

Following recent strategic restructuring and new JV partnerships, the group is entering an exciting new phase. To support this change and growth, we are now seeking a commercially minded and hands-on Portfolio Finance Manager to join their finance team.

The Role

Reporting directly to the CFO, you'll take full ownership of a portfolio of UK real estate assets and entities - effectively acting as the Finance Director for your portfolio. You'll manage all financial reporting, compliance, tax, debt, and cashflow matters while working closely with the property and investment teams to deliver commercial insight and support strategic decision-making.

This is a varied, high-visibility role in a fast-evolving environment - ideal for someone who enjoys responsibility, variety, and business partnering in a lean, collaborative team.

Key Responsibilities

• Lead all quarterly financial, management, and statutory reporting for your portfolio.
• Manage relationships with outsourced providers (auditors, tax advisors, etc).
• Oversee debt covenant, cash management, and investor reporting.
• Partner with property and asset management teams on acquisitions, disposals, and JV structuring.
• Support compliance and process improvement as the business scales.

The Person

• Qualified accountant (ACA / ACCA / CIMA) with 3-5+ years' PQE.
• Strong real estate, property or family office background (non-institutional preferred).
• Commercially focused with excellent communication and stakeholder skills.
• Comfortable in a fast-paced, evolving environment - pragmatic, proactive, and hands‑on.
• Enjoys variety: equally happy deep in the detail or providing strategic insight.

Why Join

• Be part of an entrepreneurial, people-first culture where openness and teamwork matter.
• Genuine breadth of exposure - from portfolio oversight to deal and tax structuring.
• Flexibility around life commitments, with balance outside busy quarter-ends.
• Pension, life insurance, bonus, etc.
• 27 days pro-rata holiday.
• Enhanced pension.
• Gym.