A multi-billion international single-family office of prominent tech entrepreneurs, based in London, is seeking a dynamic and highly experienced Finance Director to lead its finance and treasury operations. The ideal candidate will have a proven track record in investment reporting, FP&A, and treasury, along with extensive experience across both traditional and alternative asset classes.
This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio – including private equity and venture capital funds, hedge funds, public equities, fixed income, and direct investments. The ideal candidate will bring a strategic mindset, operational excellence, and a hands-on approach, delivering strong results both independently and by effectively leveraging external partners.
Responsibilities:
- Leading the finance and treasury function, including process development, optimisation, and automation.
- Preparing regular investment reports for a multi-asset portfolio, including private equity fund investments, ETFs, active managers, hedge funds, fixed income, and derivatives.
- Designing and maintaining other financial reports to ensure timely and accurate information for decision-making.
- Managing financial planning and analysis (FP&A) activities, including forecasting, budgeting, and long-term strategic planning.
- Analyzing historical and projected costs across the family office, identifying issues and opportunities, and advising management accordingly.
- Leading relationships with banks, overseeing treasury operations, and ensuring optimal liquidity management.
- Supervising and being directly involved in the preparation and execution of payments related to both the investment portfolio and family office operations.
- Coordinating with tax and legal advisors to ensure effective risk management and compliance across jurisdictions.
- Acting as a key liaison to the UBOs, external advisers, and financial institutions, while managing sensitive information with discretion and professionalism.
Requirements:
- Deep knowledge of accounting principles, IFRS fundamentals, complex financial instruments, and valuation methodologies.
- Extensive experience in preparing investment reports for portfolios that include both public and private investments.
- Proven leadership skills, strategic thinking, and the ability to operate independently in a fast-paced environment.
- High level of integrity, discretion, and strong communication skills.
- Minimum of five years’ experience in similar roles within investment management firms, family offices, or investment banks.
- University degree in finance, accounting, economics, or a related technical discipline.
- Advanced Excel proficiency and strong financial modelling capabilities.
- Qualified Chartered Accountant (ACA or equivalent).
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