Portfolio Finance Officer

This is a newly created position within our growing finance team, with a distinct focus: supporting the accounting and compliance for our CEO's external investment portfolio, while also helping with the day‑to‑day running of the Tropic accounts. It is a varied role that combines hands‑on transactional work with month‑end reporting and investment oversight, giving the right person broad exposure across the finance function and good scope to develop. You'll also be encouraged to make good use of AI tools as part of the way we work, helping the team work more efficiently across both the portfolio and the wider accounts.

Key Responsibilities

• Maintain accurate accounting records for the CEO's external investments.
• Ensure each investment is accounted for in line with the relevant accounting and compliance requirements.
• Reconcile investment‑related transactions and balances.
• Prepare clear, regular summaries on the position and performance of the portfolio.
• Liaise with external advisers and investee company contacts as needed.
• Carry out bank reconciliations across company accounts.
• Prepare and maintain cash flow forecasts.
• Support month‑end close, including accruals, prepayments and journals.
• Assist with management reporting and ad‑hoc financial analysis.
• Work closely with the wider finance team on day‑to‑day accounting tasks.
• Make use of AI tools to support day‑to‑day accounting work — for example drafting and checking reconciliations, summarising data, and speeding up routine tasks — always with appropriate review and care over accuracy.

What We're Looking For

• Part‑qualified (ACCA or CIMA) or actively studying, or qualified by experience.
• Solid experience in a similar accounts or assistant management accountant role.
• Strong with reconciliations, month‑end processes and cash flow.
• Comfortable handling sensitive information with discretion.
• Good with accounting systems (NetSuite experience an advantage) and confident in Excel.
• Open to using AI tools in day‑to‑day accounting work, with good judgement about when to rely on them and when to check the detail yourself.
• Organised, accurate, and able to manage a varied workload.

What We Offer

• Employment Type: This role is offered full‑time, Monday to Friday, 9am to 5pm.
• Location: Tropic HQ is a short walk from Beddington Lane Tram stop, with direct links to East Croydon and Wimbledon.
• Hybrid Working: Enjoy a blend of office and remote working with a minimum of 3 days in the office.
• Salary: Starting from £35,000.
• Benefits: Hybrid working, up to 33 days’ holiday. Enhanced family leave, Private Medical Insurance, Medicash plan, life insurance, (All available after a qualifying period). EAP through the Wisdom App, generous product allowance and 50% discount for family and friends, access to retailer discounts, Cycle to Work and Electric Car schemes, free breakfast bar, dog‑friendly HQ with a chill zone and pool table, on‑site parking, regular social events, and plenty of well‑being treats throughout the year.
• Start Date: Immediate.

Tropic's Commitment to Equal Opportunities

Our team is as diverse as it is talented because at Tropic, we go the extra mile to cultivate a culture of respect and belonging. We value every candidate, respect protected characteristics and never discriminate. We also provide reasonable accommodations for applicants with disabilities at every stage of the hiring process, so if this is something you need, please let our recruitment team know at the earliest opportunity! Ultimately, the most important thing for us is hiring the best person for the job, so we focus on skills, experience, and qualifications to ensure our process is fair and that our candidates always have a great experience with Tropic.