Our client, a multi-billion international single-family office, is seeking an experiencedFinance 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
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.
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.
This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio.
Salary on application
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Finance Director in Family Office (London) employer: Antonia Saunders
Contact Detail:
Antonia Saunders Recruiting Team