At a Glance
- Tasks: Lead financial and operational strategies for a dynamic family office in London.
- Company: Exclusive family office focused on innovative financial management.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Be part of a collaborative team managing diverse financial responsibilities.
- Why this job: Join a rewarding role that directly impacts the financial success of influential Founders.
- Qualifications: Experience with family offices, strong leadership, and accounting background preferred.
The predicted salary is between 81000 - 99000 £ per year.
An exclusive opportunity has arisen within a London based Family Office that is seeking a CFO/COO to manage the financial affairs of two Founders, and their related entities.
Reporting directly to the Founders, the CFO/COO will provide operational and financial support to the Founders and their families across a broad range of responsibilities.
The CFO/COO will oversee the day-to-day operations of the family office and will take responsibility of the relationships with all external advisors and service providers.
The CFO/COO will possess strong leadership and communication skills, a strong work ethic with a “roll up your sleeves” style, coupled with high emotional intelligence and integrity.
This role will suit someone who is energetic and responsive to the broad and ever changing duties of this challenging yet rewarding role.
Profile of the successful candidate: Must have experience working with family offices, trusts and offshore structures.
Familiar with private equity fund structure, partnership (e. g.
GP/LP, LLP etc) and corporate.
Experience with the US, European, Australian accounting and tax framework is desirable Someone with an accounting background (ACA/ACCA) but who will quickly become a generalist Confidential and professional nature Proactive, hard-working, jack-of-all-trades, able to wear numerous hats simultaneously Experience of managing and hiring teams High degree of meticulousness and commerciality We will consider full-time applicants only.
We offer hybrid working.
Responsibilities and Essential Duties include but are not limited to: Working with the Founders on strategy and budget, keeping the Founders abreast of their financial positions, cashflow needs Be the main contact with banks, lawyers, tax advisers, accountants, fund administrators, trustees etc.
Liaising with investment managers, investment advisers and monitoring the performance of investments Undertaking due diligence of new investment opportunities – consider structuring, coordinate with legal counsels & tax advisers, reviewing investment agreements & completing necessary paperwork Overseeing investment exit and asset disposal, monitoring incoming funds Manage a team of 2-3 accountants & tax specialists.
The team is responsible for Financial management & reporting; Tax compliance and reporting; Tax optimisation; Treasury – payment and cash management; Managing payments and the admin-side of the family office Hold an active role within the Founders’ charitable trusts If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to alext@agreusgroup. com REF: AGR1094
CFO / COO – Single-Family Office, London employer: Agreus Group
Join a prestigious Family Office in London, where you will play a pivotal role as CFO/COO, directly supporting the Founders and their families. This position offers a dynamic work culture that values integrity, collaboration, and personal growth, with opportunities to lead a dedicated team and engage with top-tier external advisors. Enjoy the benefits of hybrid working and the chance to make a meaningful impact in a challenging yet rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land CFO / COO – Single-Family Office, London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Agreus Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace CFO / COO – Single-Family Office, London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Agreus Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Agreus Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Agreus Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Agreus Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Agreus Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Agreus Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
