Head of Finance

Head of Finance Investment Reporting | Wealth Management | London £110-120,000 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