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For Companies At a Glance
- Tasks: Lead finance and treasury operations for a global multi-asset portfolio.
- Company: Join a prestigious family office of tech entrepreneurs in London.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a lean team making impactful financial decisions in a fast-paced setting.
- Qualifications: Five years' experience in investment management; degree in finance or related field required.
- Other info: This is a temporary role with potential for significant career advancement.
The predicted salary is between 43200 - 72000 £ per year.
A multi-billion international single-family office of prominent tech entrepreneurs, based in London, is seeking a dynamic and highly experienced Finance Director to lead its finance and treasury operations. The ideal candidate will have a proven track record in investment reporting, FP&A, and treasury, along with extensive experience across both traditional and alternative asset classes. This is a senior leadership role offering the opportunity to work within a lean, professional team managing a substantial global multi-asset portfolio - including private equity and venture capital funds, hedge funds, public equities, fixed income, and direct investments. The ideal candidate will bring a strategic mindset, operational excellence, and a hands-on approach, delivering strong results both independently and by effectively leveraging external partners.
Responsibilities:
- Leading the finance and treasury function, including process development, optimisation, and automation.
- Preparing regular investment reports for a multi-asset portfolio, including private equity fund investments, ETFs, active managers, hedge funds, fixed income, and derivatives.
- Designing and maintaining other financial reports to ensure timely and accurate information for decision-making.
- Managing financial planning and analysis (FP&A) activities, including forecasting, budgeting, and long-term strategic planning.
- Analysing historical and projected costs across the family office, identifying issues and opportunities, and advising management accordingly.
- Leading relationships with banks, overseeing treasury operations, and ensuring optimal liquidity management.
- Supervising and being directly involved in the preparation and execution of payments related to both the investment portfolio and family office operations.
- Coordinating with tax and legal advisors to ensure effective risk management and compliance across jurisdictions.
- Acting as a key liaison to the UBOs, external advisers, and financial institutions, while managing sensitive information with discretion and professionalism.
Requirements:
- Deep knowledge of accounting principles, IFRS fundamentals, complex financial instruments, and valuation methodologies.
- Extensive experience in preparing investment reports for portfolios that include both public and private investments.
- Proven leadership skills, strategic thinking, and the ability to operate independently in a fast-paced environment.
- High level of integrity, discretion, and strong communication skills.
- Minimum of five years’ experience in similar roles within investment management firms, family offices, or investment banks.
- University degree in finance, accounting, economics, or a related technical discipline.
- Advanced Excel proficiency and strong financial modelling capabilities.
- Qualified Chartered Accountant (ACA or equivalent).
Contact Detail:
Rix Capital Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Director (Temporary)
✨Tip Number 1
Network with professionals in the finance and investment management sectors. Attend industry events, webinars, or local meetups to connect with individuals who may have insights into the family office space or know about similar roles.
✨Tip Number 2
Research the specific family office you are applying to. Understand their investment strategies, portfolio composition, and any recent news or developments. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with both traditional and alternative asset classes in detail. Be ready to provide examples of how you've successfully managed financial planning and analysis, as well as your approach to optimising treasury operations.
✨Tip Number 4
Showcase your leadership skills by preparing examples of how you've led teams or projects in previous roles. Highlight your strategic thinking and operational excellence, as these qualities are crucial for a Finance Director in a dynamic environment.
We think you need these skills to ace Finance Director (Temporary)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in finance and treasury operations, particularly in investment reporting and FP&A. Use specific examples that demonstrate your leadership skills and strategic thinking.
Craft a Compelling Cover Letter: Write a cover letter that showcases your deep knowledge of accounting principles and financial instruments. Explain how your background aligns with the responsibilities of the Finance Director role and why you are passionate about working in a family office environment.
Highlight Relevant Experience: In your application, emphasise your experience with both traditional and alternative asset classes. Provide details on your previous roles in investment management firms or family offices, focusing on your achievements in managing multi-asset portfolios.
Showcase Communication Skills: Since this role requires strong communication skills, include examples of how you've effectively liaised with external advisers and financial institutions. Mention any instances where you managed sensitive information with discretion and professionalism.
How to prepare for a job interview at Rix Capital
✨Showcase Your Financial Acumen
Be prepared to discuss your deep knowledge of accounting principles and complex financial instruments. Highlight specific examples from your past experience where you successfully managed investment reporting or treasury operations.
✨Demonstrate Strategic Thinking
This role requires a strategic mindset, so come equipped with examples of how you've contributed to long-term planning and decision-making in previous positions. Discuss how you’ve identified opportunities and addressed challenges in financial management.
✨Prepare for Technical Questions
Expect questions that test your understanding of IFRS fundamentals and financial modelling. Brush up on these topics and be ready to explain your approach to preparing investment reports and managing multi-asset portfolios.
✨Exhibit Strong Communication Skills
As a key liaison to various stakeholders, your communication skills will be crucial. Practice articulating complex financial concepts clearly and concisely, and prepare to discuss how you’ve effectively collaborated with external partners and advisors.
