This is a fantastic opportunity for an experienced Investment Portfolio Financial Manager to join our client’s team at a Single Family Office in London, United Kingdom. The ideal candidate will have extensive experience in Portfolio investments and finance management, and will be joining the finance department at the Deputy CFO level. Reporting directly to the Chief Finance Officer, the successful candidate will be responsible for overseeing Investment Portfolio operations from a Finance perspective. This role is office-based five days per week.
Responsibilities
- Continuous review, design and improvement of the procedures, controls, analysis and accounting of Portfolio Investment operations within the Financial Department
- Development, implementation and maintenance of accounting policies, including reporting scope of accounting and reporting processes, standards, required manuals, classifications and staff training of Portfolio Investment operations within the Financial Department
- Development, implementation and management of accounting systems, including systems integration and unification, automation and optimisation of processes and report generation of Portfolio Investment operations within the Financial Department
- Day-to-day and regular (end-of-month/year/ad-hoc) management of the Finance Department accounting systems and their implementation in respect of Portfolio Investment operations
- Development of new and management of existing relationships and liaison with banks and other service providers in respect of Portfolio Investment operations
- Cash-flow management, including short – and long-term in respect of Portfolio Investment operations
- Development and maintenance of necessary documentary support for Portfolio Investment operations
- Compliance with regulatory, fiscal, financial and other local reporting of all Portfolio Investment operations
- Control and management of strategic and financial forecasts and budgets concerning Portfolio Investment operations
- Control of budgetary compliance and reporting in respect of Portfolio Investment operations
- Development and implementation of robust cost and financial control mechanisms with respect to Portfolio Investment operations
- Development tax and other fiscal structuring and policies
- General management of the Finance Department functions and employees during the absence of the Chief Financial Officer (CFO)
- Participation in key meetings with top management and clients and liaising with Portfolio Investment operations
- Any other responsibilities customary for the role of a Deputy Chief Financial Officer (DCFO).
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field. Relevant professional qualification (e.g., CFA, ACCA) preferred
- Proven experience (15+ years) in portfolio investments and finance management within a similar UHNW Single Family Office, financial institution or corporation
- In-depth knowledge of financial regulations, including KYC, FATCA/CRS, and AML
- Strong analytical and problem-solving skills, with the ability to conduct investment analysis and financial modeling
- Excellent communication and interpersonal skills, with the ability to liaise effectively with internal and external stakeholders
- Proficiency in accounting software, preferably 1C, and MS Office
- Ability to work autonomously and collaboratively within a team.
- Exceptional organisational skills and attention to detail
- Russian language skills are a strong advantage
- Proven track record of delivering high-quality results in a fast-paced, dynamic environment.
Job advantages
- Friendly and supportive international office environment with top management team
- Exciting projects
- Hands-on involving opportunities to influence outcomes and feel your potential
- Deputy CFO level of responsibilities
- Stable job opportunity
- Excellent bonus potential and additional perks
- Healthy working hours
