Finance Director – Single Family Office -(M&F) UK868894
Finance Director – Single Family Office -(M&F) UK868894
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UK Director at Morgan Philips Specialist Recruitment
FINANCE DIRECTOR – SINGLE FAMILY OFFICE
CENTRAL LONDON
PERMANENT ROLE
Role Overview:
Our client, a large-scale, international single-family office of prominent tech entrepreneurs, based in London, is seeking a Finance Director to join their team.
This senior leadership role offers 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.
Key Accountabilities:
* 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:
* While experience of working within a Single Family Office is not an absolute must for this role it would be a significant advantage.
* 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).
Seniority level
* Director
Employment type
* Full-time
Job function
* Finance
* Investment Management
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Greater London, England, United Kingdom 1 week ago
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