Finance & Investment Officer
About this role
Finance & Investment Officer
The Finance & Investment Officer will be responsible for maintaining accurate financial records, managing accounting operations, supporting investment and treasury reporting, performing business valuations and portfolio reviews, ensuring regulatory compliance, and providing financial insights and analysis to support decision-making across the family office portfolio and related entities.
Responsibilities
- Prepare and maintain accurate financial records, general ledgers, and reconciliations for the family office and related entities.
- Prepare monthly, quarterly, and annual financial reports and management accounts.
- Monitor cash and bank balances, and liquidity positions across accounts and short-term investment.
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