At a Glance
- Tasks: Lead finance operations and drive automation using cutting-edge technology.
- Company: Join a dynamic investment group in London with a tech-first approach.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Shape the future of finance while making a real impact in a fast-paced environment.
- Qualifications: Qualified accountant with strong technical skills and a passion for innovation.
- Other info: Be part of a collaborative team focused on building scalable financial functions.
The predicted salary is between 72000 - 108000 ÂŁ per year.
We are working with an impressive Investment Group to hire a Head of Finance for their London office. This is a new role, offering a rare opportunity to build from the ground up. The team operates with a technology-first mindset, and the successful candidate will be expected to automate wherever possible using emerging agentic AI, SaaS platforms, and fintech tools, while driving best practice.
Reporting
- Agree reporting timetables with Group Finance
- Balance sheet reconciliation and management accounts
- Fund accounting for the investment vehicles
- Develop and implement Valuation Policy in line with US GAAP/statutory requirements
Finance Operations
- Accounts payable/receivable
- Expenses and corporate card oversight
- VAT review and submission
Family Office Support
- Support Family Office on UK administration, payments, and ad‑hoc matters
Year End
- Agree year‑end timetable with advisers and Group Finance
- Oversee statutory accounts preparation and filing
- Oversee corporation tax return preparation and filing
- Develop 5‑year forecast model with Company Director, including rolling reforecasts
Capital planning and returns forecasting
- Lead annual budgeting with London and Group Finance
Deal Execution
- Review investment legal terms and advise deal team
- Support diligence and financial analysis
- Coordinate with Group Finance/Legal on deal timing, cashflows, and capital deployment
Investor Reporting
- Maintain institutional‑grade reporting for direct and indirect portfolios
- Develop internal valuation thinking and execute conclusions
- Support implementation of portfolio monitoring tools
- Monitor performance of direct and indirect investments
- Assess follow‑on investment opportunities
- Advise Portco CFOs on operations, tech, and benchmarking
Project Work
- Deployment of AI agent solutions within spend management
- HR/payroll system implementation
- Treasury Management System rollout
- Portfolio monitoring/reporting tool implementation
Expected Characteristics
- Qualified accountant with broad practice experience
- Technically strong, pragmatic, and able to think from first principles
- Open‑minded, low‑ego, willing to challenge and drive change
- Strong multi‑tasker with exceptional attention to detail
- High‑energy and comfortable in a fast‑paced environment
- Curious about operations, technology, and building scalable functions
- Resilient and willing to handle tasks at all levels
- Highly organised with clear, concise communication skills
- Trusted with highly confidential information; absolute integrity required
This successful candidate will be expected to be in the London office five days per week with some flexibility.
Head of Finance for an Investment Manager employer: Allbyn
Contact Detail:
Allbyn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance for an Investment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by researching the company’s culture and values. Tailor your responses to show how you align with their tech-first mindset and commitment to innovation. We want to see that you’re not just a fit on paper but also in spirit!
✨Tip Number 3
Showcase your skills with real examples! When discussing your experience, highlight specific projects where you’ve implemented automation or improved processes. This will demonstrate your ability to drive change and add value right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream role!
We think you need these skills to ace Head of Finance for an Investment Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Head of Finance. Highlight your experience with finance operations, reporting, and any tech-savvy skills you have. We want to see how you can build from the ground up!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this new role. Mention your experience with automation and fintech tools, and how you can drive best practices in our team.
Showcase Your Technical Skills: Since we’re all about that technology-first mindset, don’t forget to highlight your technical skills. Whether it's AI, SaaS platforms, or any other fintech tools, let us know how you’ve used them to improve finance operations.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Allbyn
✨Know Your Numbers
As a Head of Finance, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. Be prepared to explain complex financial concepts in simple terms, as this shows your ability to communicate effectively.
✨Showcase Your Tech Savvy
Since the team operates with a technology-first mindset, highlight your experience with AI, SaaS platforms, and fintech tools. Bring examples of how you've automated processes or improved efficiency using technology. This will show that you’re not just a finance expert but also a forward-thinker.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle real-world scenarios. Think about challenges you've faced in finance operations, such as managing cash flows or dealing with compliance issues, and prepare to discuss how you navigated those situations.
✨Demonstrate Leadership and Collaboration
This role requires working closely with various teams, so be ready to share examples of how you've led projects or collaborated across departments. Highlight your communication skills and how you’ve built relationships with stakeholders, as this will be crucial in a fast-paced environment.