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- Tasks: Lead finance and treasury operations for a global multi-asset portfolio.
- Company: Join a prestigious multi-billion international single-family office.
- Benefits: Enjoy a senior leadership role with a lean, professional team.
- Why this job: Make impactful decisions in a dynamic environment while managing substantial investments.
- Qualifications: Requires 5+ years in investment management and a Chartered Accountant qualification.
- Other info: Salary details available upon application.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a multi-billion international single-family office, is seeking an experienced Finance Director to lead the finance and treasury operations, overseeing a global multi-asset portfolio that includes:
- Private equity and venture capital funds
- Hedge funds
- Public equities
- Fixed income instruments
- Direct investments
Responsibilities:
- Oversee the finance and treasury functions, driving the development, enhancement, and automation of processes.
- Produce regular investment reports for a diversified multi-asset portfolio, covering private equity funds, ETFs, active managers, hedge funds, fixed income products, and derivatives.
- Create and maintain financial reports to support accurate and timely decision-making.
- Lead financial planning and analysis (FP&A) efforts, including budgeting, forecasting, and long-term strategic planning.
- Evaluate historical and projected costs across the family office, highlighting issues and opportunities, and providing actionable insights to management.
- Manage banking relationships, supervise treasury operations, and ensure efficient liquidity management.
- Oversee and participate in the execution of payments related to both investments and operational activities.
- Collaborate with tax and legal advisors to ensure compliance and robust risk management across multiple jurisdictions.
- Serve as a primary point of contact for UBOs, external advisors, and financial institutions, handling confidential information with the utmost discretion and professionalism.
Requirements:
- Strong understanding of accounting standards (including IFRS), financial instruments, and valuation techniques.
- Extensive experience preparing investment reports across public and private asset classes.
- Demonstrated leadership, strategic mindset and ability to work autonomously in a dynamic environment.
- Exceptional integrity, confidentiality and communication skills.
- At least five years of relevant experience in investment management, family office, or investment banking settings.
- Degree in finance, accounting, economics, or a related technical field.
- Advanced proficiency in Excel and robust financial modelling skills.
- Chartered Accountant qualification (ACA or equivalent) required.
This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio.
Salary on application
Finance Director in Family Office employer: Antonia Saunders
Contact Detail:
Antonia Saunders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director in Family Office
✨Tip Number 1
Network with professionals in the family office and investment management sectors. Attend industry conferences, webinars, or local meetups to connect with potential colleagues or mentors who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Stay updated on the latest trends in finance and investment management, particularly regarding multi-asset portfolios. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with financial reporting and analysis in detail. Be ready to share specific examples of how you've improved processes or provided valuable insights in previous roles, as this is crucial for the Finance Director position.
✨Tip Number 4
Familiarise yourself with the specific financial instruments mentioned in the job description, such as private equity, hedge funds, and fixed income products. Being able to speak confidently about these areas will set you apart from other candidates.
We think you need these skills to ace Finance Director in Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, investment management, and family office settings. Emphasise your leadership roles and any specific achievements related to financial planning and analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the family office environment. Mention your experience with multi-asset portfolios and your ability to produce investment reports, as well as your strategic mindset.
Highlight Relevant Skills: In your application, clearly outline your proficiency in accounting standards, financial instruments, and Excel. Provide examples of how you've used these skills in previous roles to drive results.
Showcase Integrity and Communication: Given the importance of confidentiality and professionalism in this role, include examples that demonstrate your integrity and communication skills. This could be through past experiences where you managed sensitive information or collaborated with external advisors.
How to prepare for a job interview at Antonia Saunders
✨Showcase Your Financial Acumen
Be prepared to discuss your understanding of accounting standards, financial instruments, and valuation techniques. Highlight specific examples from your past experience where you successfully managed complex financial operations or produced investment reports.
✨Demonstrate Leadership Skills
As a Finance Director, you'll need to exhibit strong leadership qualities. Prepare to share instances where you've led teams or projects, particularly in dynamic environments. Emphasise your strategic mindset and ability to work autonomously.
✨Prepare for Technical Questions
Expect questions that test your knowledge of financial modelling and Excel proficiency. Brush up on advanced Excel functions and be ready to discuss how you've used these skills in previous roles to enhance financial reporting or analysis.
✨Emphasise Confidentiality and Integrity
Given the sensitive nature of the role, it's crucial to convey your commitment to confidentiality and professionalism. Be ready to discuss how you've handled confidential information in the past and the importance of integrity in financial management.
