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- Tasks: Lead finance and operations, focusing on portfolio monitoring and valuations.
- Company: Boutique investment firm with a strong culture and low turnover.
- Benefits: Competitive salary, bonus potential, and hybrid working model.
- Other info: Work closely with the CIO and investment team in a dynamic environment.
- Why this job: Join a high-calibre team and make impactful financial decisions.
- Qualifications: CFA qualified or equivalent, with strong financial literacy and judgement.
The predicted salary is between 80000 - 100000 £ per year.
We are working with an incredibly successful family office, helping them secure someone to lead across finance and operations for the firm, with a focus on portfolio monitoring and valuations. This will work within a lean, high-calibre team and have direct interaction with the CIO and investment team.
This is a broad, high-exposure role sitting across finance, investment support, portfolio oversight and strategic planning. The successful candidate will act as the investment teams’ go-to person for financial queries, analysis and decision support. The finance element will centre on cash flow, liquidity and banking relationships.
The role will also work alongside the investment team on scenario modelling, due diligence and analysis of prospective investments and asset purchases, helping assess opportunities and provide clear insight on portfolio exposure and wider strategic considerations. It will also liaise with external advisers on tax-related matters.
For this we are looking for a CFA qualified professional (or equivalent) who is in a non-investment finance focused role. The role requires a commercially minded finance professional with strong judgement, financial literacy and the confidence to operate in a highly visible, unstructured environment. Strong communication skills and the ability to work effectively with both internal and external stakeholders are essential. Family office and HNW exposure would be desirable.
The firm have a strong culture, with low turnover and operates a largely remote business model (1 day in the office). They will offer a strong base / bonus dependent on candidate's experience.
Head of Finance & Portfolio Reporting - Boutique Investment Firm - Hybrid Working in City of London employer: Mondrian Alpha
Contact Detail:
Mondrian Alpha Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Finance & Portfolio Reporting - Boutique Investment Firm - Hybrid Working in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their portfolio and recent investments. Be ready to discuss how your skills can directly support their operations and decision-making processes.
✨Tip Number 3
Showcase your expertise! Bring examples of your previous work that demonstrate your financial acumen and strategic thinking. Whether it's cash flow management or scenario modelling, let them see your value.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to get noticed by the right people in the industry.
We think you need these skills to ace Head of Finance & Portfolio Reporting - Boutique Investment Firm - Hybrid Working in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience in finance, portfolio oversight, and any relevant qualifications like CFA. We want to see how your background aligns with the needs of the family office.
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 high-exposure role. Share specific examples of your financial analysis skills and how you've supported investment teams in the past.
Showcase Your Communication Skills: Since strong communication is key, make sure your application reflects this. Use clear, concise language and demonstrate your ability to engage with both internal and external stakeholders. We want to see that you can convey complex financial concepts simply.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Mondrian Alpha
✨Know Your Numbers
Make sure you brush up on key financial metrics and portfolio performance indicators. Be ready to discuss cash flow, liquidity, and banking relationships in detail, as these will be crucial in your role.
✨Showcase Your Strategic Mindset
Prepare examples of how you've contributed to strategic planning or scenario modelling in previous roles. Highlight your ability to assess investment opportunities and provide insights that align with the firm's goals.
✨Communicate Clearly
Since strong communication skills are essential, practice articulating complex financial concepts in a straightforward manner. Think about how you can explain your analysis and decision support to both finance and non-finance stakeholders.
✨Familiarise Yourself with Family Offices
Research the unique aspects of family offices and high-net-worth (HNW) clients. Understanding their specific needs and how they differ from traditional investment firms will give you an edge in the interview.