Head of Finance for an Investment Manager

We are working with an impressive Investment Group to hire a Head of Finance for their London office.

This is a new role, offering a rare opportunity to build from the ground up. The team operates with a technology‑first mindset, and the successful candidate will be expected to automate wherever possible using emerging agentic AI, SaaS platforms, and fintech tools, while driving best practice.

Reporting

• Agree reporting timetables with Group Finance
• Balance sheet reconciliation and management accounts
• Group reporting schedules
• Fund accounting for the investment vehicles
• Develop and implement Valuation Policy in line with US GAAP/statutory requirements

Finance Operations

• Accounts payable/receivable
• Expenses and corporate card oversight
• Payroll provider liaison
• VAT review and submission

Family Office Support

• Support Family Office on UK administration, payments, and ad‑hoc matters

Year End

• Agree year‑end timetable with advisers and Group Finance
• Oversee statutory accounts preparation and filing
• Oversee corporation tax return preparation and filing

Financial Planning

• Develop 5‑year forecast model with Company Director, including rolling reforecasts
• Capital planning and returns forecasting
• Lead annual budgeting with London and Group Finance
• Identify cost‑optimisation opportunities

Deal Execution

• Review investment legal terms and advise deal team
• Support diligence and financial analysis
• Coordinate with Group Finance/Legal on deal timing, cashflows, and capital deployment

Investor Reporting

• Maintain institutional‑grade reporting for direct and indirect portfolios
• Develop internal valuation thinking and execute conclusions

Portfolio Monitoring

• Support implementation of portfolio monitoring tools
• Monitor performance of direct and indirect investments
• Assess follow‑on investment opportunities
• Advise Portco CFOs on operations, tech, and benchmarking

Project Work

Examples include:

• Deployment of AI agent solutions within spend management
• HR/payroll system implementation
• Treasury Management System rollout
• Portfolio monitoring/reporting tool implementation

Expected Characteristics

• Qualified accountant with broad practice experience
• Technically strong, pragmatic, and able to think from first principles
• Open‑minded, low‑ego, willing to challenge and drive change
• Strong multi‑tasker with exceptional attention to detail
• High‑energy and comfortable in a fast‑paced environment
• Independent, takes ownership end‑to‑end
• Curious about operations, technology, and building scalable functions
• Resilient and willing to handle tasks at all levels
• Highly organised with clear, concise communication skills
• Trusted with highly confidential information; absolute integrity required

This successful candidate will be expected to be in the London office five days per week with some flexibility.

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