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For Companies At a Glance
- Tasks: Lead financial performance reporting and strategic planning for a diverse investment portfolio.
- Company: Join a top-tier investment firm known for its innovative approach and strong market presence.
- Benefits: Enjoy competitive salary, professional development opportunities, and a dynamic work environment.
- Why this job: Be at the forefront of financial strategy, influencing key decisions and driving impactful results.
- Qualifications: 7-9 years in finance, strong valuation knowledge, and excellent communication skills required.
- Other info: Experience in Real Assets and private fund structures is a plus.
The predicted salary is between 72000 - 108000 £ per year.
Overview
Pearse has been retained by a top-tier investment firm to appoint a Director of FP&A, responsible for driving performance reporting, valuation oversight, and strategic business planning across a diverse investment portfolio. The role will interface closely with global finance teams, investment leads, and portfolio company executives to ensure robust, consistent, and insight-driven financial deliverables.
Role & Responsibilities
- Serve as the key finance liaison for the global head office team, managing ad hoc data and analysis requests.
- Aggregate and analyse platform-level financial performance metrics, identifying trends and delivering actionable insights for senior stakeholders.
- Support capital raising efforts by preparing quantitative investor materials and responding to complex investor queries.
- Oversee quarterly valuation processes across portfolio companies, ensuring consistency with internal methodologies and market standards.
- Review and challenge business plans and projections to validate assumptions and assess value creation opportunities.
- Coordinate onboarding and reporting for new investments, ensuring compliance with internal reporting standards.
- Monitor cash and funding needs across portfolio companies and communicate requirements to the central finance team.
- Lead on special projects and deliver high-quality strategic analysis to support decision-making at a platform level.
Requirements
- ~7–9 years of experience in financial planning & analysis, corporate finance, or portfolio management.
- Strong understanding of valuation processes.
- Background in Real Assets (Real-estate preferred).
- Experience working with private fund structures and investor reporting is beneficial.
- Clear communicator with the ability to present complex information in a simple, effective way.
- Confident working with senior internal and external stakeholders.
- Strong track record of interpreting complex financial models and transactions (e.g. M&A, disposals, financing).
Director, Account Management employer: Pearse Professionals
Contact Detail:
Pearse Professionals Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Account Management
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and expectations, making you a more attractive candidate.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, especially in relation to real assets. Being knowledgeable about current market conditions and valuation processes will demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage complex financial models and stakeholder communications. Tailoring your anecdotes to reflect the responsibilities outlined in the job description can set you apart.
✨Tip Number 4
Research the firm’s portfolio and recent investments. Understanding their strategic direction and how your role would contribute can help you articulate your value during discussions with hiring managers.
We think you need these skills to ace Director, Account Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, corporate finance, or portfolio management. Emphasise your understanding of valuation processes and any background in Real Assets, particularly real estate.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate why you are the right fit for the Director of Account Management role. Mention specific experiences that demonstrate your ability to manage financial performance metrics and support capital raising efforts.
Showcase Communication Skills: Since the role requires clear communication with senior stakeholders, provide examples in your application of how you've effectively presented complex information in a simple way. This could be through previous roles or specific projects.
Highlight Leadership Experience: As this position involves leading special projects and coordinating with various teams, make sure to highlight any leadership roles you've held. Discuss how you've successfully managed teams or projects in the past.
How to prepare for a job interview at Pearse Professionals
✨Know Your Financial Metrics
Make sure you have a solid understanding of key financial performance metrics relevant to the role. Be prepared to discuss how you've used these metrics in previous roles to drive insights and decision-making.
✨Demonstrate Valuation Expertise
Since the role requires a strong understanding of valuation processes, be ready to explain your experience with valuations. Bring examples of how you've overseen valuation processes and ensured consistency with market standards.
✨Communicate Clearly
As a Director, you'll need to present complex information simply. Practice explaining intricate financial concepts in layman's terms, as this will showcase your ability to communicate effectively with senior stakeholders.
✨Prepare for Investor Queries
Given the focus on capital raising and investor materials, anticipate questions about how you've handled investor queries in the past. Be ready to discuss specific instances where you provided quantitative analysis to support investor communications.
