At a Glance
- Tasks: Lead financial management and strategy for a private family office and investment portfolio.
- Company: Dynamic family office seeking a strategic Fractional CFO.
- Benefits: Flexible working hours, competitive salary, and opportunity to implement modern technologies.
- Other info: Part-time role with potential for growth and flexibility.
- Why this job: Make a real impact on financial strategies while working with innovative tools.
- Qualifications: Qualified Accountant with senior finance leadership experience.
The predicted salary is between 150000 - 200000 £ per year.
Marks Sattin Executive Search is working with a private family office currently seeking a high‑calibre Fractional Chief Financial Officer to support both personal financial matters and direct business interests. This is a fractional role, expected to be approximately 3/4 days per week.
The Fractional Chief Financial Officer will provide strategic oversight and hands‑on execution across a diverse portfolio of family office, personal and investment structures. Responsibilities include overseeing financial management, liquidity planning and reporting, while supporting direct business interests, portfolio companies and principal‑led investment activity. The role will involve leading budgeting processes, strengthening financial controls, and ensuring overall financial discipline across the family office, as well as coordinating closely with external advisers including tax, legal, audit and corporate service providers.
A key focus of the role will be driving process efficiency and continuous improvement, including the practical adoption of AI‑enabled tools and modern technologies to enhance reporting, streamline workflows and strengthen financial controls. This includes the professionalisation and standardisation of reporting across the full portfolio, spanning both minority and majority investments into commercial businesses.
The fractional CFO will work closely with principals to deliver clear, concise financial insight and decision support, assist with transaction activity including structuring, diligence and financing where required. The position will also play a key role in enhancing systems, reporting and internal processes to improve efficiency, visibility and control, ensuring the finance function operates with a high degree of effectiveness and scalability.
Ideal Candidate
- A qualified Accountant (ACA/ACCA/ACMA), preferably chartered.
- Proven senior finance leadership experience within a family office, private equity or principal investment environment.
- Strong technical finance capability combined with sound commercial judgment.
- Comfortable operating across both personal/family office matters and business/investment activities.
- Technologically capable, with a track record of process improvement and implementation of modern systems and AI‑enabled tools.
- Highly discreet, credible and dependable, with the presence to work effectively with principals, management teams and external advisers.
- A hands‑on, responsive and flexible approach, suited to a fractional/part‑time role.
Compensation & Engagement
Approximately 3 days per week (flexible), with scope to scale time commitment up or down as required. Approximate £200k FTE, pro rata.
Fractional CFO Family Office & Investment Portfolio employer: Marks Sattin Ltd
Marks Sattin Executive Search offers an exceptional work environment for the Fractional CFO role, providing a unique opportunity to engage with a private family office that values strategic financial oversight and innovation. Employees benefit from a flexible working schedule, competitive compensation, and a culture that encourages professional growth through the adoption of modern technologies and process improvements. This role not only allows for impactful contributions to diverse investment portfolios but also fosters collaboration with high-calibre professionals, making it an ideal setting for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Fractional CFO Family Office & Investment Portfolio
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Marks Sattin Ltd often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Marks Sattin Ltd.
We think you need these skills to ace Fractional CFO Family Office & Investment Portfolio
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Marks Sattin Ltd and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Marks Sattin Ltd. A little light-heartedness can go a long way!
How to prepare for a job interview at Marks Sattin Ltd
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
