Finance Manager – Family Office

About the role

The private investment organisation is looking for a Finance Manager to lead investment operations, accounting and finance processes across a diverse portfolio. This hands‑on role will maintain accurate records, manage investment transactions and support system and reporting improvements in a collaborative, hybrid working environment.

Key responsibilities

• Process invoices, support payment workflows and perform cash reconciliations.
• Prepare schedules and supporting information for statutory accounts and tax reporting.
• Liaise with fund administrators, custodians, accountants, tax advisers and investment managers.
• Support the implementation and improvement of finance, reporting and portfolio management systems.
• Help develop robust controls, procedures and operational documentation.
• Manage investment documentation, onboarding and AML/KYC processes.
• Track and process capital calls, distributions, redemptions and other investment cash‑flows.
• Maintain accurate investment and finance records, including transaction booking and valuation updates.

Required profile

• Previous experience in investment operations, fund accounting, finance operations, bookkeeping, audit or fund administration.
• A degree in Finance, Accounting, Economics, Business or a related discipline (preferred).
• Professional accounting or financial qualifications are advantageous but not essential.
• Exposure to investment companies, family offices, wealth management, private equity, venture capital or fund administration.
• Confidence working with financial records, reconciliations and investment documentation.
• Strong attention to detail and excellent organisational skills.

Required skills

• Advanced Excel

What we offer

• Exposure to a broad range of asset classes and investment structures.
• Opportunity to own processes, drive improvements and develop within a flexible, collaborative environment.