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For Companies At a Glance
- Tasks: Lead financial reporting and manage a portfolio of UK real estate assets.
- Company: Join a market-leading property group with a people-first culture.
- Benefits: Flexible work arrangements and exposure to diverse financial responsibilities.
- Why this job: Be part of an entrepreneurial team driving growth in real estate.
- Qualifications: Qualified accountant with 4-5 years' experience in real estate finance.
- Other info: Dynamic environment with opportunities for strategic insight and career development.
The predicted salary is between 43200 - 72000 £ per year.
Join a market-leading property group at a pivotal stage of growth. Our Client has multiple decades of excellence in UK real estate, this privately backed property group is known for its award-winning developments and community-led approach to placemaking. They have delivered commercial and mixed-use nationwide, landmark schemes - always with people, design, and sustainability at the heart of what they do.
Now as they start an exciting new chapter in their journey and following a recent strategic restructuring and the launch of new JV partnerships, they are seeking a commercially minded and hands-on Portfolio Finance Manager to join their finance team to support this change and growth.
The Role
Reporting directly to the CFO, you’ll take full ownership of a portfolio of UK real estate assets and entities — effectively acting as the ‘Finance Director’ for your portfolio. You’ll manage all financial reporting, compliance, tax, debt, and cash-flow matters while working closely with the property and investment teams to deliver commercial insight and support strategic decision-making. This is a varied, high-visibility role that offers both commercial and business partnering opportunities in a fast-evolving environment — ideal for someone who enjoys responsibility, variety, and being a part of a lean, collaborative team.
Key Responsibilities:
- Leading all quarterly financial, management, and statutory reporting for your portfolio.
- Managing relationships with outsourced providers (auditors, tax advisors etc.).
- Overseeing debt covenant, cash management, and investor reporting.
- Partnering with property and asset management teams on acquisitions, disposals, and JV structuring.
- Supporting compliance and process improvement as the business scales.
The Person
- Qualified accountant (ACA strongly preferred) with at least 4/5+ years’ PQE.
- Strong real estate, property, or family office background (non-institutional preferred).
- Commercially focused with excellent communication and stakeholder skills.
- Comfortable in a fast-paced, evolving environment – pragmatic, proactive, and hands-on.
- Enjoys variety: equally happy deep in the detail or providing strategic insight.
Why Join
- Be part of an entrepreneurial, people-first culture where openness and teamwork matter.
- Genuine breadth of exposure – from portfolio oversight to deal and tax structuring.
- Flexibility around life commitments, with hybrid balance outside busy quarter-ends.
We invite you to review our current opportunities on our website and to follow our LinkedIn page for ongoing updates. Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International’s database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful; however, if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Seniority level: Executive
Employment type: Full-time
Job function: Finance, Accounting/Auditing, and Other
Industries: Real Estate and Investment Management
Portfolio Finance Manager – Real Estate, Family Office backed in England employer: Trident International Associates
Contact Detail:
Trident International Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Finance Manager – Real Estate, Family Office backed in England
✨Tip Number 1
Network like a pro! Reach out to people in the real estate and finance sectors, especially those connected to family offices. A casual chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past projects and achievements in finance management. This will help you stand out during interviews and give potential employers a taste of what you can bring to the table.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to companies you admire. Express your interest in their work and how you could contribute as a Portfolio Finance Manager.
✨Tip Number 4
Keep an eye on our website for openings! We regularly update our listings, and applying through our site gives you a better chance of being noticed. Plus, follow us on LinkedIn for the latest news and insights!
We think you need these skills to ace Portfolio Finance Manager – Real Estate, Family Office backed in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Finance Manager role. Highlight your relevant experience in real estate and finance, and don’t forget to showcase your qualifications. We want to see how you can bring value to our team!
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 role. Share specific examples of your past achievements and how they relate to the responsibilities outlined in the job description. We love a good story!
Showcase Your Communication Skills: As a Portfolio Finance Manager, strong communication is key. Make sure your application reflects your ability to convey complex financial information clearly. We’re looking for someone who can partner effectively with various teams, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there. Don’t miss out!
How to prepare for a job interview at Trident International Associates
✨Know Your Numbers
As a Portfolio Finance Manager, you'll need to demonstrate your financial acumen. Brush up on key financial metrics related to real estate, such as cash flow analysis, debt management, and investment returns. Be ready to discuss how you've used these metrics in past roles to drive strategic decisions.
✨Showcase Your Stakeholder Skills
This role requires excellent communication and stakeholder management skills. Prepare examples of how you've successfully collaborated with different teams, like property management or tax advisors. Highlight any experiences where you’ve navigated complex relationships to achieve a common goal.
✨Emphasise Your Commercial Mindset
The company is looking for someone commercially focused. Think about times when you've provided valuable insights that influenced business decisions. Be prepared to discuss how you balance detail-oriented tasks with the bigger picture, especially in a fast-paced environment.
✨Cultural Fit Matters
This is an entrepreneurial, people-first culture. Research the company's values and be ready to explain how your personal values align with theirs. Share stories that reflect your adaptability and teamwork, showing that you're not just a fit for the role but also for the company culture.
