Full job descriptionHead 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