Head of Finance
Investment Reporting | Wealth Management | London
£
An entrepreneurial and fast-growing investment reporting firm is seeking a Head of Finance to lead its expanding investment reporting function. This is a senior, hands-on role offering the opportunity to play a key part in shaping a high-quality service for sophisticated clients, while contributing to the firm's strategic growth plans.
Head of Finance
Investment Reporting | Wealth Management | London
An entrepreneurial and fast-growing investment reporting firm is seeking a Head of Finance to lead its expanding investment reporting function. This is a senior, hands-on role offering the opportunity to play a key part in shaping a high-quality service for sophisticated clients, while contributing to the firm's strategic growth plans.
The Opportunity
The business supports family offices and high-net-worth individuals, providing consolidated investment reporting across complex, multi-asset portfolios via a secure online platform. With over $5bn in assets under administration and ambitious growth plans, this role offers significant exposure, responsibility and progression.
Reporting to senior leadership, you will lead a small but growing team and take full ownership of client reporting delivery, operational excellence and client service.
Key Responsibilities
- Full accountability for the delivery and quality of all client investment reporting
- Oversight of the accuracy, integrity and ongoing maintenance of client portfolios
- Leadership and development of the investment reporting / fund accounting team
- Allocation and prioritisation of work, including weekly and monthly team leadership
- Ownership of client onboarding and implementation of new portfolios
- Timely resolution of client queries with a strong service mindset
- Production and delivery of service level and activity reporting to senior stakeholders
- Continuous improvement of processes, efficiencies and service standards in collaboration with operations
- Contribution to business growth initiatives including strategy, recruitment and business development
- Supporting senior colleagues with presentations and pitches to prospective clients
Candidate Profile
- ACA qualified accountant (Big 4 background essential)
- Ideally 5+ years' post-qualification experience in fund accounting, investment reporting or a related environment
- Strong knowledge of alternative investments and wealth management structures
- Proven experience managing complex, multi-asset investment portfolios
- Demonstrated ability to motivate, lead and develop a high-performing finance team
- Strong academic background; degree in Finance, Economics or Business preferred
- High attention to detail, commercial awareness and excellent communication skills
- Fluent English required
Why Apply?
- Join a highly entrepreneurial firm with clear growth ambitions
- Senior leadership exposure and genuine influence over strategy and operations
- Opportunity to build and shape a growing team
- Work with sophisticated clients and complex investment structures
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates