Portfolio Finance Manager - Real Estate, Family Office backed

Trident International Associates; City Of London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A market-leading property group in London seeks a Portfolio Finance Manager to take ownership of real estate assets, managing financial reporting, compliance, and strategic insights. Ideal candidates have strong real estate backgrounds with ACA qualifications and 4-5 years of post-qualification experience. The role offers diverse responsibilities and a collaborative, entrepreneurial culture with benefits including pension and bonus.

Benefits

Flexibility around life commitments

Pension

Life insurance

Bonus

Qualifications

• Qualified accountant with a strong preference for ACA.
• At least 4 to 5 years of post-qualification experience.
• Strong background in real estate or family office.

Responsibilities

• Lead quarterly financial, management, and statutory reporting.
• Manage relationships with outsourced providers.
• Oversee debt covenant, cash management, and investor reporting.
• Partner with management on acquisitions and disposals.
• Support compliance and process improvement.

Skills

Qualified accountant (ACA preferred)

4/5+ years' PQE

Strong real estate background

Excellent communication skills

Proactive and pragmatic mindset

Job description

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 and have delivered commercial and mixed use nationwide, landmark schemes - always with people, design, and sustainability at the heart of what they do.

Now as they start an exciting new chapter in their journey and following a recent strategic restructuring and the launch of new JV partnerships, they are now seeking a commercially minded and hands-on Portfolio Finance Manager to join their finance team to support this change and growth.

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 offers both commercial and business partnering opportunities in a fast-evolving environment - ideal for someone who enjoys responsibility, variety, and being a part of a lean, collaborative team.

Key Responsibilities

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

The Person

• Qualified accountant (ACA strongly preferred) with at least 4/5+ 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 hybrid balance outside busy quarter-ends.
• Pension, life insurance, bonus, etc.

Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.

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