At a Glance
- Tasks: Lead finance and operations for a high-net-worth family office, managing investments and financial reporting.
- Company: Join a prestigious family office in Gerrards Cross, focused on real estate and investment strategies.
- Benefits: Enjoy a long-term, rewarding role with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, ensuring financial success while maintaining confidentiality and discretion.
- Qualifications: 20+ years of experience in finance, ideally within family offices or real estate investment.
- Other info: This role requires strong communication skills and a commitment to excellence.
The predicted salary is between 72000 - 108000 £ per year.
Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities.
Reporting to the Family Office principals, the role will include:
- Providing operational and administrative support to the family office, acting as a gatekeeper.
- Implementation of a long-term investment strategy across real estate, equities, funds etc.
- Oversee the reporting of wealth managers and their investment returns.
- Evaluating the cash flow requirements and tax ramifications of any investment decisions
- Management of all financial reporting for various entities, overseeing a small finance team
- Preparation of agendas and minutes/records of family office meetings as required.
- Oversee maintenance and refurbishment of family properties across various locations.
- Liaise with Accountants, Finance, Legal and Insurance representatives on the principals’ behalf.
- Ensure adequate controls and legislative regulations and disclosures are adhered to.
- Ensure all company secretarial regulations and duties are dealt with.
- Oversee the preparation of annual accounts for all entities, liaising with external auditors.
- Comply with all fiduciary duties appertaining to directors.
- Carry out research for the principals and manage ad-hoc projects as and when required.
This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years’ experience, from a similar background – Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management.
You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.
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Finance & Operations Director (Family Office) employer: Arlington Resource Management Ltd
Contact Detail:
Arlington Resource Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance & Operations Director (Family Office)
✨Tip Number 1
Network with professionals in the family office and real estate sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights or referrals for this role.
✨Tip Number 2
Highlight your experience in managing financial reporting and investment strategies during networking conversations. Be prepared to discuss specific examples of how you've successfully overseen similar operations in the past.
✨Tip Number 3
Research the specific family office you are applying to. Understanding their investment philosophy and portfolio will allow you to tailor your discussions and demonstrate your genuine interest in their operations.
✨Tip Number 4
Prepare to discuss your approach to maintaining confidentiality and discretion, as these are crucial in a family office environment. Share examples that showcase your ability to handle sensitive information responsibly.
We think you need these skills to ace Finance & Operations Director (Family Office)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your extensive experience in finance and operations, particularly in family offices or real estate. Emphasize your leadership roles and any relevant achievements that demonstrate your ability to manage financial reporting and investment strategies.
Craft a Compelling Cover Letter: In your cover letter, address the specific requirements mentioned in the job description. Discuss your 20+ years of experience, your problem-solving skills, and your commitment to confidentiality. Show how your background aligns with the needs of the family office.
Highlight Relevant Skills: Clearly outline your skills in financial management, investment strategy implementation, and team leadership. Mention your experience with compliance and regulatory matters, as well as your ability to liaise with various stakeholders like accountants and legal representatives.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, provide examples in your application that demonstrate your ability to prepare agendas, minutes, and reports. Highlight any experience you have in managing meetings and communicating complex financial information effectively.
How to prepare for a job interview at Arlington Resource Management Ltd
✨Showcase Your Experience
Make sure to highlight your 20+ years of experience in finance, particularly in Family Office or Real Estate sectors. Prepare specific examples of how you've successfully managed financial reporting and investment strategies in previous roles.
✨Demonstrate Discretion and Confidentiality
Given the sensitive nature of the role, be ready to discuss how you have maintained confidentiality in past positions. Share instances where your discretion was crucial in decision-making processes.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating complex financial concepts clearly and concisely, as you will need to liaise with various stakeholders, including accountants and legal representatives.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of challenges you've faced in financial management and how you overcame them, especially in high-pressure situations.