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.
- Other info: Be part of a collaborative team focused on building scalable financial functions.
- 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.
The predicted salary is between 72000 - 108000 £ 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
Allbyn is an exceptional employer located in the vibrant Greater London area, offering a dynamic work culture that fosters innovation and collaboration. Employees benefit from significant exposure across various business functions, alongside ample opportunities for professional growth in an entrepreneurial environment. With a focus on teamwork and effective communication, Allbyn provides a rewarding workplace for those eager to make a meaningful impact in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Finance for an Investment Manager
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Allbyn, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Allbyn.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Allbyn.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Allbyn, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Head of Finance for an Investment Manager
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Allbyn want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Allbyn.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Allbyn will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Allbyn. Numbers speak louder than words!
How to prepare for a job interview at Allbyn
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Allbyn want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withAllbyn.
