Co-Founder & Director | SG Partnership â 07886 976794We are representing a privately held investment group with a growing portfolio spanning private equity, operating businesses and real estate assets. The organisation combines long-term vision with the pace and flexibility of a modern investment office. With a diverse set of investments and new opportunities on the horizon, this is a dynamic environment where commercial insight and financial leadership directly shape business growth and value creation.
This newly created role offers a rare opportunity to build a finance function from the ground up â partnering closely with the CFO and founding team to deliver financial excellence across a high-performing, values-led investment platform.
Base pay rangeDirect message the job poster from SG Partnership
Why Join?
Shape the Function: Lead the development of an in-house finance capability, establishing the systems, processes and reporting structures that underpin group growth.
Strategic Exposure: Work hand-in-hand with senior leadership on live transactions, performance improvement, and strategic decision-making.
Variety & Impact: Gain experience across financial reporting, investment analysis, M&A and portfolio support.
Entrepreneurial Culture: Operate in a fast-paced, handsâon environment where initiative and ownership are encouraged.
LongâTerm Outlook: Join a privately funded investment group with a patient approach to growth and a commitment to professional development.
Key Responsibilities
Manage dayâtoâday finance operations across multiple entities within the group.
Prepare consolidated management accounts, budgets and cashflow forecasts.
Lead yearâend reporting, audits and statutory compliance.
Develop and implement effective financial systems, controls and processes.
Business Partnering
Act as a trusted advisor to the CFO and leadership team, providing clear financial insight to support strategic decisions.
Partner with portfolio management teams to enhance forecasting, budgeting and performance analysis.
Collaborate with investment and asset teams on project appraisals, financing and performance tracking.
Manage relationships with external advisors, banks and lenders on funding and investment matters.
Investment & M&A Accounting
Support on acquisitions, disposals and investment structuring.
Build and maintain financial models to evaluate performance and returns.
Assist with due diligence, integration and ongoing monitoring of portfolio companies.
Provide analysis on deal returns, capital deployment and overall group performance.
Candidate Profile
Fully qualified accountant (ACA/ACCA/CIMA or equivalent).
Experience within private equity, investment, family office or multiâentity group environments.
Strong technical knowledge of UK GAAP/IFRS and consolidations.
Commercially minded, with the confidence to influence nonâfinance stakeholders.
Handsâon and adaptable, able to thrive in a developing environment.
Excellent communication, analytical and problemâsolving skills.
This is a unique opportunity to step into a pivotal finance leadership role within a growing and entrepreneurial investment group. As Investment Finance Manager, you\âll help shape how the business operates financially and collaborate directly with senior stakeholders, playing a key role in driving performance, growth and longâterm value creation.
If you\âre ready to go beyond traditional accounting and make a meaningful impact in a fastâevolving investment environment, we\âd love to hear from you.
Seniority levelMidâSenior level
Employment typeFullâtime
Job functionFinance and Accounting / Auditing
IndustriesInvestment Management
#J-18808-Ljbffr
Contact Detail:
SG Partnership Recruiting Team