CFO - Real Estate Investment Manager
CFO - Real Estate Investment Manager

CFO - Real Estate Investment Manager

Full-Time 72000 - 108000 £ / year (est.) No home office possible
Trident

At a Glance

  • Tasks: Lead finance strategy and operations for a high-performing real estate business.
  • Company: Dynamic real estate investment firm with a strong growth trajectory.
  • Benefits: Competitive salary, leadership role, and opportunity to shape business strategy.
  • Why this job: Join a pivotal role in a rapidly expanding company and make a significant impact.
  • Qualifications: Chartered Accountant with experience in real estate finance and team leadership.
  • Other info: Exciting opportunity for career advancement in a fast-paced environment.

The predicted salary is between 72000 - 108000 £ per year.

OUR CLIENT is a high-performing, vertically integrated real estate business with a reputation for delivering exceptional returns through operational excellence. Since its inception, the business has partnered with institutional and private capital to acquire, manage, and develop commercial and mixed-use real estate assets across the UK. With a sharp focus on value creation and in-house execution capabilities spanning investment, development, and property management, our client has tripled its AUM over the past few years and continues to expand rapidly. With a national operational footprint, the business is entering an exciting new phase of growth.

The Role - Overview & Responsibilities:

OUR CLIENT is seeking a commercially minded and strategically driven Chief Financial Officer (CFO) to join the executive leadership team. This is a pivotal Board-level appointment with responsibility for leading the entire finance function and playing a central role in shaping business strategy and investor engagement.

  • Strategic & Financial Leadership: Partner with the CEO and Board to drive group strategy, business performance, and value creation. Contribute to investment decisions and commercial direction at Investment Committee level. Lead and oversee fund, group and property finance.
  • Financial Operations & Governance: Oversee group financial reporting, forecasting, budgeting, and KPI frameworks. Ensure robust financial controls and full regulatory compliance (including FCA requirements). Manage audit, tax, risk, and compliance functions across the group.
  • Capital & Deal Structuring: Lead financial structuring and debt origination for real estate investments. Manage relationships with lenders and oversee the ongoing management of debt facilities.
  • Operational Excellence: Identify and implement finance system enhancements and automation opportunities. Lead finance transformation initiatives and elevate team performance across all finance areas.
  • Investor & Stakeholder Management: Maintain strong relationships with investors, lenders, and capital partners. Ensure timely, transparent, and accurate reporting to all stakeholders.

The Individual - Attributes & Experience:

The successful candidate will be a high-calibre finance leader with experience operating in a fast-paced, entrepreneurial real estate environment. They will combine commercial acumen with strong technical expertise and have a track record of building and leading high-performing finance teams.

  • Key Requirements:
  • Chartered Accountant (ACA, ACCA, or equivalent) with significant post-qualification experience.
  • Previous CFO or senior finance leadership role within the real estate sector.
  • Strong understanding of institutional capital, debt structuring, and FCA-regulated businesses.
  • Demonstrated experience in deal execution and lender engagement.
  • Proven leadership in finance transformation, systems implementation, and team development.
  • Highly credible at Board level, with excellent stakeholder and communication skills.
  • Entrepreneurial mindset with the ability to operate strategically and tactically.
  • Desirable:
  • Background / exposure to private equity or fund management structures.
  • Experience in managing complex investor relationships, including family offices and institutions.
  • Proven delivery of operational efficiencies through digital and AI-enabled tools.

CFO - Real Estate Investment Manager employer: Trident

Our client is an exceptional employer, offering a dynamic work environment that fosters innovation and operational excellence in the real estate sector. With a strong commitment to employee growth, the company provides ample opportunities for professional development and leadership advancement, all while maintaining a collaborative culture that values strategic thinking and teamwork. Located across the UK, employees benefit from a national operational footprint, allowing for diverse experiences and the chance to contribute to a rapidly expanding business poised for significant growth.
Trident

Contact Detail:

Trident Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land CFO - Real Estate Investment Manager

✨Network Like a Pro

Get out there and connect with people in the real estate investment scene. Attend industry events, join relevant LinkedIn groups, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on a CFO opportunity!

✨Showcase Your Expertise

When you get the chance to chat with hiring managers or during interviews, make sure to highlight your experience in financial operations and governance. Share specific examples of how you've driven value creation and managed investor relationships in your previous roles.

✨Prepare for the Boardroom

As a CFO candidate, you'll need to impress at the Board level. Brush up on your strategic thinking and be ready to discuss how you can contribute to the company's growth. Think about how your entrepreneurial mindset can help shape their business strategy.

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged in their job search.

We think you need these skills to ace CFO - Real Estate Investment Manager

Strategic Financial Leadership
Financial Reporting
Budgeting
KPI Frameworks
Regulatory Compliance
Debt Structuring
Investor Relations
Stakeholder Management
Finance Transformation
Team Development
Operational Excellence
Communication Skills
Commercial Acumen
Technical Expertise
Entrepreneurial Mindset

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the CFO role. Highlight your achievements in financial leadership, strategic decision-making, and team management to show us you’re the perfect fit.

Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re passionate about this opportunity. Share your vision for the role and how your background in real estate finance can contribute to our client’s growth and success.

Showcase Your Leadership Style: We want to know how you lead teams and drive performance. Use examples from your past roles to illustrate your approach to building high-performing finance teams and managing stakeholder relationships effectively.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at Trident

✨Know Your Numbers

As a CFO candidate, you need to be on top of your financial game. Brush up on key financial metrics relevant to real estate investment, such as ROI, IRR, and cash flow analysis. Be prepared to discuss how you've used these metrics to drive strategic decisions in your previous roles.

✨Showcase Your Leadership Style

This role is all about leadership, so think about how you can demonstrate your ability to lead high-performing teams. Prepare examples of how you've transformed finance functions or improved team performance in the past. Highlight your experience in managing complex investor relationships and how you’ve communicated effectively with stakeholders.

✨Understand the Business Landscape

Familiarise yourself with the current trends in the real estate market, especially in the UK. Be ready to discuss how these trends could impact the company's strategy and operations. Showing that you understand the broader business context will set you apart from other candidates.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and strategic thinking. Think through potential challenges the company might face, such as regulatory changes or market fluctuations, and prepare your insights on how to navigate these issues effectively.

CFO - Real Estate Investment Manager
Trident

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