At a Glance
- Tasks: Lead financial management and strategic initiatives for an established investment fund.
- Company: Dynamic investment management firm committed to inclusivity and diversity.
- Benefits: Competitive salary up to £95k, bonuses, and great benefits.
- Other info: Inclusive workplace with opportunities for professional growth and mentorship.
- Why this job: Make a real impact in finance while collaborating with diverse teams.
- Qualifications: Qualified accountant with experience in listed trusts and strong communication skills.
The predicted salary is between 72000 - 95000 £ per year.
An Investment Management firm is looking for a Senior Finance Manager to join their team. This is a fantastic opportunity for someone who thrives in a dynamic environment, enjoys working across teams, and is passionate about delivering value through thoughtful financial stewardship.
About the Role
You’ll take ownership of an established fund and this role blends financial management with strategic input, investor engagement, and hands-on support for transactions and asset management initiatives. You’ll work closely with internal teams—investment, tax, and central functions—as well as external partners, ensuring smooth operations and insightful reporting.
What You’ll Be Doing
- Preparing quarterly investor reports, annual accounts, valuations, and returns—with support from internal colleagues and third-party administrators.
- Manage the monthly, quarterly and year end close processes, including reconciliation of balance sheet items.
- Monthly review or preparation of cash flow forecasts and identifying funding requirements, including drawdowns and repayment of the fund's debt facility.
- Manage the relationship with external auditors.
- Supporting the investment programme and monitoring portfolio construction.
- Identifying and driving value-enhancing initiatives alongside the investment team.
- Representing the fund at investor meetings and committees.
What You’ll Bring
- Qualified accountant (e.g. ACA, ICAS, ACCA or equivalent).
- Experience working in a listed trust is key!
- Confident communicator with excellent written and verbal skills.
- Comfortable mentoring colleagues and managing projects.
- Service-oriented and confident engaging with investors and external partners.
- Commercially aware, organised, and resilient under pressure.
They are looking to offer the successful candidate up to £95,000 with great benefits and bonus.
At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles.
Senior Finance Manager in London employer: Trace | Expert Accountancy & Finance Recruitment
At Trace, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our London office provides employees with unique opportunities for professional growth, supported by a commitment to continuous learning and development in the finance sector. With a focus on employee well-being and a hybrid working model, we ensure that our team members can thrive both personally and professionally while contributing to meaningful projects.
Contact Details:
Trace | Expert Accountancy & Finance Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Finance Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who work in investment management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its recent projects. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Senior Finance Manager. Highlight your achievements and how they can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Senior Finance Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Finance Manager role. Highlight your experience in investment management and any relevant qualifications like ACA or ACCA. We want to see how your skills align with what we’re looking for!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you’ve added value in previous roles, especially in financial management and investor engagement. This helps us see the impact you can bring to our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for finance and investment management. Let us know why you’re excited about this opportunity and how you can contribute to our dynamic environment.
Apply Early!:We review CVs throughout the process, so don’t wait! Apply as soon as you can through our website. The sooner we see your application, the sooner we can start the conversation about your future with us!
How to prepare for a job interview at Trace | Expert Accountancy & Finance Recruitment
✨Know Your Numbers
As a Senior Finance Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the numbers but can also interpret and leverage them for strategic decisions.
✨Showcase Your Communication Skills
Since this role involves engaging with investors and external partners, practice articulating complex financial concepts in simple terms. Prepare examples of how you've successfully communicated financial information to non-financial stakeholders in the past.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about challenges you've faced in financial management, such as managing cash flow or dealing with audits, and prepare to discuss how you navigated those situations effectively.
✨Demonstrate Team Collaboration
This role requires working closely with various teams. Be ready to share examples of how you've collaborated with investment, tax, and other departments. Highlight your ability to drive value-enhancing initiatives through teamwork, as this will resonate well with the interviewers.
