CFO/COO

Role Purpose

This is an exceptional new role within an innovative Family Office. They are looking for an outstanding, impact-driven, CFO/COO to work with the founder to develop one of the most progressive family offices in the UK. They will oversee a portfolio of mixed assets across sport, art, health, real estate, finance and philanthropy, taking a senior role in a broader team that works together to achieve positive social change, focused on gender equity.

Key Responsibilities

Portfolio Management

• Oversee a complex investment portfolio, including personal, company and foundation assets.
• Lead the structural management of the portfolio, with a sound understanding of legal and tax implications across different entities.
• Support the founder and SMT in evaluating new investment opportunities.
• Develop the portfolio in line with the founder’s social impact goals.
• Establish a leading family office that deploys wealth for impact using a mission-aligned approach.

Financial and Operations Management

• Perform high-level budgeting, cash flow, risk and performance monitoring.
• Lead reporting and insights to the founder and broader team.
• Manage central corporate functions such as office space, payroll, banking, IT and general contracting.
• Develop strong working relationships with co-investors, wealth managers and other professional advisors.
• Work collaboratively with existing senior management, including Impact Investment and Foundation Heads.
• Ensure procedures and systems are compliant with relevant good practice and legislation.

Skills and Experience

Essential:

• 10+ years of related experience in professional services, impact investment and/or innovative family offices.
• Highly numerate with a broad commercial awareness.
• An innovative thinker who is action-oriented, hands-on and willing to undertake a variety of tasks.
• Comfortable working across a range of asset classes, risk profiles and interests.
• Keen to align with family office values and culture.
• Agile and happy working alone or with others, in a small-team environment.
• Confident in liaising with all levels of personnel, internal and external – an excellent communicator who is discreet and professional.
• Organised and efficient, able to execute and oversee multiple projects and initiatives.
• Keen to learn more about values-led investing to improve outcomes for women and girls.

How to Apply

Please send your CV and Cover Letter (up to one A4 page) to Careers4Change – see below

Applicants from all backgrounds are encouraged to apply. You will be part of an inclusive team, enriched by lived experience, and supported to achieve your full potential.