We are hiring on behalf of our client:
Role Overview:
Our client is a global family office with a diversified, multi-asset investment portfolio across geographies, sectors, and asset classes. The family office is seeking a VP, Finance & Strategy to strengthen portfolio visibility, investment decision support, financial discipline, treasury oversight, and governance across its investment ecosystem.
This role will work closely with senior stakeholders, investment principals, portfolio companies, external advisors, and banking partners to support long-term value creation while preserving the entrepreneurial and agile approach of the family office.
Key Responsibilities:
1. Portfolio Oversight & Insights
- Build and maintain a consolidated view of the investment portfolio across asset classes, geographies, sectors, and portfolio entities.
- Track portfolio performance across key metrics, including yield, growth, capital efficiency, cash flow, and value creation.
- Identify opportunities for portfolio optimisation, capital allocation improvement, and value enhancement.
- Develop structured reporting dashboards and insights to support senior-level decision-making.
2. Strategic Support to Investment Decisions
- Participate in Investment Committee discussions and provide structured financial, analytical, and strategic input.
- Support evaluation of new investments, follow-on investments, and opportunities within the existing portfolio.
- Prepare financial models, scenario analysis, sensitivity analysis, and investment review materials.
- Provide data-backed insights to support capital deployment, portfolio rebalancing, and exit considerations.
3. Portfolio Company Oversight
- Participate selectively in board, advisory, or observer roles for portfolio companies.
- Monitor financial and operational performance of portfolio companies against agreed plans, budgets, and strategic objectives.
- Ensure shareholder rights and commercial interests are protected, particularly during follow-on rounds, restructuring, exits, or strategic transactions.
- Support portfolio companies on financial discipline, reporting standards, governance, capital efficiency, and exit readiness.
4. Risk, Treasury & Currency Management
- Establish practical frameworks for currency exposure, liquidity planning, concentration risk, and downside protection.
- Oversee treasury planning, cash flow alignment, and banking relationships across the family office and related entities.
- Implement appropriate hedging and risk management approaches in collaboration with external advisors and banking partners.
- Monitor financial, liquidity, market, currency, and portfolio concentration risks.
5. Governance & Decision Support
- Introduce structured reporting, review cadences, and governance processes across investment and portfolio matters.
- Support clarity around decision-making processes, approval thresholds, and escalation protocols.
- Work with internal and external stakeholders to enhance transparency, accountability, and financial discipline.
- Maintain an appropriate balance between institutional discipline and entrepreneurial agility.
6. Strategic Finance Oversight
- Align cash flows and financial reporting across portfolio entities and investment structures.
- Oversee audits, financial consolidation processes, and management reporting where required.
- Support budgeting, forecasting, capital planning, and long-term financial strategy.
- Work with tax, legal, audit, and corporate service providers to ensure sound financial governance and compliance.
Candidate Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- Professional qualifications such as CPA, CA, CFA, ACCA, MBA, or equivalent would be advantageous.
- Approximately 10–15 years of relevant experience across strategic finance, corporate finance, investment management, portfolio management, treasury, transaction advisory, private equity, family office, or investment holding environments.
- Strong financial modelling, investment analysis, portfolio reporting, and scenario planning capabilities.
- Experience supporting senior stakeholders, investment committees, boards, shareholders, or family principals.
- Good understanding of multi-asset portfolios, capital allocation, treasury management, liquidity planning, risk management, and governance.
- Prior exposure to private markets, operating businesses, portfolio companies, investment holding structures, or family office environments would be highly preferred.
- Strong commercial judgement with the ability to balance governance, financial discipline, and entrepreneurial decision-making.
- Excellent communication and stakeholder management skills, with the ability to translate complex financial matters into clear, practical recommendations.
- High level of discretion, maturity, and integrity, given the confidential nature of family office matters.
Preferred Candidate Profile
The ideal candidate may come from one or more of the following backgrounds:
- Family office or investment holding company
- Private equity, venture capital, or principal investment platform
- Corporate finance, M&A, transaction advisory, or investment banking
- Strategic finance or FP&A leadership within a diversified group
- Treasury, portfolio management, or investment oversight role
- Finance leadership role with exposure to board reporting, portfolio companies, and shareholder-level decision-making
Key Attributes
- Strategic yet hands-on
- Financially disciplined but commercially flexible
- Comfortable working in an entrepreneurial and fast-moving environment
- Able to operate with limited structure and build processes from the ground up
- Strong analytical mindset with sound business judgement
- Confident engaging with senior stakeholders, founders, advisors, bankers, and board-level individuals
- Discreet, trusted, and comfortable handling sensitive financial and investment matters
Interested candidates could apply via this job posting or email CV/ resume to [Confidential Information]. Thank you.
Sharon Ng
Talenta Consultants Pte Ltd
EA License No. 23C1796
