Finance Director (London)

Finance Director (London)

Wandsworth Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead finance and treasury functions, manage multi-asset portfolios, and prepare investment reports.
  • Company: Join a prestigious single-family office of renowned tech entrepreneurs in central London.
  • Benefits: Enjoy a permanent role with opportunities for professional growth and a dynamic work environment.
  • Why this job: Be part of a lean team making impactful financial decisions in a fast-paced setting.
  • Qualifications: Five years' experience in finance roles, strong leadership skills, and a relevant degree required.
  • Other info: Experience in a Single Family Office is a plus but not essential.

The predicted salary is between 43200 - 72000 Β£ per year.

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.
  • Analysing 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).

Finance Director (London) employer: Morgan Philips Group SA

As a leading international single-family office based in the heart of London, we pride ourselves on fostering a dynamic and inclusive work culture that values strategic thinking and operational excellence. Our Finance Director role offers not only competitive remuneration but also the chance to work alongside prominent tech entrepreneurs, providing ample opportunities for professional growth and development within a lean, high-performing team. With a focus on innovation and collaboration, we ensure our employees are equipped with the tools and support needed to thrive in a fast-paced environment while managing a diverse global multi-asset portfolio.
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Contact Detail:

Morgan Philips Group SA Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Finance Director (London)

✨Tip Number 1

Network with professionals in the finance and investment management sectors. Attend industry events, webinars, or local meetups to connect with individuals who may have insights into the family office space or can refer you to opportunities.

✨Tip Number 2

Familiarise yourself with the specific financial instruments mentioned in the job description, such as private equity, hedge funds, and derivatives. Being able to discuss these topics confidently during interviews will demonstrate your expertise and readiness for the role.

✨Tip Number 3

Prepare to showcase your leadership skills by gathering examples of how you've successfully managed teams or projects in previous roles. Highlighting your strategic thinking and operational excellence will be crucial in convincing the hiring team of your fit for this senior position.

✨Tip Number 4

Research the company and its founders thoroughly. Understanding their investment philosophy and past successes will allow you to tailor your discussions and show genuine interest in contributing to their vision as a Finance Director.

We think you need these skills to ace Finance Director (London)

Strategic Thinking
Operational Excellence
Financial Planning and Analysis (FP&A)
Investment Reporting
Accounting Principles
IFRS Fundamentals
Complex Financial Instruments
Valuation Methodologies
Leadership Skills
Communication Skills
Advanced Excel Proficiency
Financial Modelling
Liquidity Management
Risk Management
Discretion and Professionalism

Some tips for your application 🫑

Understand the Role: Carefully read the job description for the Finance Director position. Make sure you understand the key accountabilities and requirements, as this will help you tailor your application to highlight relevant experience.

Tailor Your CV: Customise your CV to reflect your experience in finance, investment management, and leadership roles. Emphasise your achievements in managing multi-asset portfolios and any relevant qualifications, such as being a qualified Chartered Accountant.

Craft a Compelling Cover Letter: Write a cover letter that showcases your strategic mindset and operational excellence. Use specific examples from your past roles to demonstrate how you can deliver strong results and manage relationships with external partners.

Highlight Relevant Skills: In your application, make sure to highlight your advanced Excel proficiency, financial modelling capabilities, and experience with investment reports. Mention any familiarity with IFRS and complex financial instruments, as these are crucial for the role.

How to prepare for a job interview at Morgan Philips Group SA

✨Understand the Role Thoroughly

Before the interview, make sure to read the job description carefully. Familiarise yourself with the key accountabilities and requirements, especially around financial reporting and treasury operations, as this will help you tailor your responses.

✨Showcase Your Strategic Mindset

As a Finance Director, strategic thinking is crucial. Prepare examples from your past experience where you've successfully implemented strategies that led to operational excellence or improved financial outcomes.

✨Demonstrate Leadership Skills

Be ready to discuss your leadership style and provide examples of how you've led teams in high-pressure environments. Highlight any experience you have in managing relationships with external partners, as this is key for the role.

✨Prepare for Technical Questions

Expect questions on accounting principles, IFRS, and financial modelling. Brush up on complex financial instruments and valuation methodologies, as these are essential for the role and will likely come up during the interview.

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