Co-Founder & Director | SG Partnership - 07886 976794
We 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 — partnering closely with the CFO and founding team to deliver financial excellence across a high-performing, values-led investment platform.
Base pay range
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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, hands‑on environment where initiative and ownership are encouraged.
- Long‑Term Outlook: Join a privately funded investment group with a patient approach to growth and a commitment to professional development.
Key Responsibilities
- Manage day‑to‑day finance operations across multiple entities within the group.
- Prepare consolidated management accounts, budgets and cashflow forecasts.
- Lead year‑end 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 multi‑entity group environments.
- Strong technical knowledge of UK GAAP/IFRS and consolidations.
- Commercially minded, with the confidence to influence non‑finance stakeholders.
- Hands‑on and adaptable, able to thrive in a developing environment.
- Excellent communication, analytical and problem‑solving 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’ll help shape how the business operates financially and collaborate directly with senior stakeholders, playing a key role in driving performance, growth and long‑term value creation.
If you’re ready to go beyond traditional accounting and make a meaningful impact in a fast‑evolving investment environment, we’d love to hear from you.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Accounting / Auditing
Industries
Investment Management
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