Role Summary
We are seeking a highly strategic and execution-driven finance leader to build and lead the finance function across our asset management and investment platforms.
This role goes beyond traditional accounting. The successful candidate will be responsible for designing financial systems, structuring investment products, managing capital flows, and supporting the Group's AUM growth strategy.
The ideal candidate must be comfortable operating at the intersection of finance, investment strategy, and regulatory compliance.
Key Responsibilities
Financial Strategy & Capital Structuring
Design and implement financial frameworks to support AUM growth targets
Develop pricing and fee structures for investment products
Support capital raising initiatives with financial models and investor materials
Work closely with leadership on capital allocation and deployment strategies
Asset Management & Fund Operations
Oversee financial operations of investment products and portfolios
Monitor AUM growth, fund performance, and liquidity positions
Ensure proper segregation and management of client funds in line with regulatory standards
Coordinate with custodians, trustees, and other financial counterparties
Regulatory & Compliance Reporting
Ensure full compliance with Securities and Exchange Commission (SEC) regulations
Prepare and oversee statutory and regulatory financial reports
Implement internal controls aligned with best practices in fund management
Financial Systems & Controls
Build scalable finance and reporting systems to support business growth
Establish strong internal controls to safeguard assets and prevent financial risk
Oversee accounting operations, financial reporting, and audit processes
Leadership & Business Partnering
Act as a strategic partner to the CEO and executive team
Provide financial insights to guide business decisions
Build and lead a lean, high-performance finance team
Requirements
Bachelor's degree in Finance, Accounting, Economics, or related field
Professional certification (ICAN, ACCA, CFA) strongly preferred
Minimum of 5 - 12 years experience in finance, with at least 3 years in financial services or asset management
Strong understanding of fund structures, capital markets, and investment products
Proven experience in financial modelling, capital structuring, and strategic finance
Familiarity with SEC regulations and reporting requirements
Key Competencies
Strategic thinking and commercial awareness
Strong financial modelling and analytical skills
Deep understanding of capital flows and investment structures
High level of integrity and attention to detail
Ability to operate in a fast-paced, high-growth environment
What Success Looks Like
Establishment of a robust finance and reporting system within the first 90 days
Clear visibility into AUM, liquidity, and financial performance
Strong alignment between financial strategy and business growth