Finance Director in Family Office

Our client, a multi-billion international single-family office, is seeking an experienced Finance Director to lead the finance and treasury operations, overseeing a global multi-asset portfolio that includes:

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  Private equity and venture capital funds

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  Hedge funds

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  Public equities

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  Fixed income instruments

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  Direct investments

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Responsibilities:

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  Oversee the finance and treasury functions, driving the development, enhancement, and automation of processes.

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  Produce regular investment reports for a diversified multi-asset portfolio, covering private equity funds, ETFs, active managers, hedge funds, fixed income products, and derivatives.

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  Create and maintain financial reports to support accurate and timely decision-making.

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  Lead financial planning and analysis (FP&A) efforts, including budgeting, forecasting, and long-term strategic planning.

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  Evaluate historical and projected costs across the family office, highlighting issues and opportunities, and providing actionable insights to management.

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  Manage banking relationships, supervise treasury operations, and ensure efficient liquidity management.

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  Oversee and participate in the execution of payments related to both investments and operational activities.

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  Collaborate with tax and legal advisors to ensure compliance and robust risk management across multiple jurisdictions.

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  Serve as a primary point of contact for UBOs, external advisors, and financial institutions, handling confidential information with the utmost discretion and professionalism.

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Requirements:

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  Strong understanding of accounting standards (including IFRS), financial instruments, and valuation techniques.

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  Extensive experience preparing investment reports across public and private asset classes.

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  Demonstrated leadership, strategic mindset and ability to work autonomously in a dynamic environment.

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  Exceptional integrity, confidentiality and communication skills.

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  At least five years of relevant experience in investment management, family office, or investment banking settings.

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  Degree in finance, accounting, economics, or a related technical field.

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  Advanced proficiency in Excel and robust financial modelling skills.

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  Chartered Accountant qualification (ACA or equivalent) required.

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This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio.

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Salary on application 

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