Head of Portfolio Operations

Asset Management

Our client is a privately owned and growing financial advisory boutique in their specialist sector. In recent years they have developed an asset management offering to European investors and now have c. 1 billion euros AUM. The success of this venture means that they are now looking to hire a Head of Portfolio Operations to support the continued growth of the asset management function.

Asset Management

Our client is a privately owned and growing financial advisory boutique in their specialist sector. In recent years they have developed an asset management offering to European investors and now have c. 1 billion euros AUM. The success of this venture means that they are now looking to hire a Head of Portfolio Operations to support the continued growth of the asset management function.

Description

Reporting to the Head of Asset Management, the Head of Portfolio Operations will be responsible for ongoing portfolio management for all projects, including cashflow analysis, quarterly valuations, and dividend/distribution payment co-ordination. You will prepare quarterly reports for company boards, monitor company financials, liquidity, accounting, and tax reporting, and lead on corporate governance requirements. You will need to manage relationships with multiple internal and external stakeholders, including investors, lenders, auditors and advisors. You will oversee the long-term build-up of the portfolio operations team and have one direct report. Our client is based in central London and are in the office four days per week.

Skills

The successful Head of Portfolio Operations will have at least five years of demonstrable experience in asset management/portfolio operations. A professional qualification such as the CFA or ACA is preferred but is not essential. However, applicants must have a high level of proficiency in MS Excel, with excellent financial modelling skills. A high level of numeracy is required, as are strong communication and management skills.

Apply

To apply for this Head of Portfolio Operations role, please press the apply button.

Please note that due to the expected volume of applications, we will only be able to respond to those candidates whose experience matches the requirements of our client. We are sorry, but if you have not heard from us within the next ten days, please assume you have been unsuccessful on this occasion.

Walker Hamill has been the leading recruiter of Finance Directors, Financial Controllers and Fund Accountants to UK and European private equity firms for over 35 years. We work with a highly diversified client group, including buyout funds of all sizes, growth & venture capital investors, real estate funds, co-investment vehicles, secondaries funds and fund of funds. Headquartered in London, we have additional offices in continental Europe.

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