Finance Manager/ Senior Manager

Senior Manager/ Manager, Finance

Support the management of a diversified investment portfolio and selected family office financial and operational matters. The role combines investment analysis, portfolio monitoring, financial reporting, and administrative oversight in a high-trust and confidential environment.

Key Responsibilities

• Conduct investment research and analysis across financial and alternative assets, including real estate.
• Monitor portfolio performance, investment holdings, and market valuations.
• Prepare investment, financial, budget, and expense reports to support decision-making.
• Analyse investment and household expenditures, identify trends, variances, and potential risks, and recommend improvements.
• Maintain accurate investment, financial, and operational records, including portfolio tracking, bank reconciliations, and reporting databases.
• Support banking and treasury-related matters, including account administration, deposit renewals, payment instructions, and documentation.
• Oversee administrative matters relating to properties, vehicles, contracts, insurance, taxes, licenses, utilities, and other family office assets.
• Maintain proper documentation, filing systems, and records, ensuring confidentiality and compliance.
• Coordinate approvals, signatures, and administrative support for financial and operational activities.
• Drive process improvements and provide trusted support on investment, financial, and operational matters while maintaining the highest standards of professionalism, confidentiality, and discretion.

Requirements

• Master's degree in Finance/ Accountancy/ Business from a reputable university.
• 10+ years experience in investment, finance, or portfolio management (private banking/family office/consulting preferred).
• High degree of professionalism, integrity, and discretion in handling sensitive financial and personal information.
• Demonstrated ability to operate effectively in a high-trust, confidential environment.
• Flexible and responsive in managing time-sensitive matters, including those that may arise outside standard office hours.
• Strong analytical and reporting skills with excellent attention to detail.
• Strong stakeholder management and communication skills.