Expanding specialist private equity firm

£150,000 - £200,000 (permanent, interim or daily rate will be considered) + bonus + benefits

Surrey & London



Asset backed Private Equity firm have an exciting and varied role within a small team. The role will include all aspects of oversight of the finance function, advising on appropriate deal structuring and execution. The role will be for a minimun of12 months and could become permanent.



To be considered for the role, you should meet the following criteria:

  • Qualified accountant with at least 7years PQE
  • Previous experience at C-Suite level in a Private Equity environment or looking to make the first move to CFO
  • Extensive transactional experience
  • Experience with Vendor Assistance / Due Diligence
  • Proven track record of successful transaction experience
  • Strong controls mind-set with a focus on operations
  • Project management skills
  • Good people management skills
  • Good communication skills within the company and externally to investors and other stakeholders/partners.



The role is to act as Chief Financial Officer / Chief Operating Officer of the Group, reporting to the Managing Partner on the financial, compliance and operational affairs of the Group and to

undertake the various roles associated with such a position, including the following:


Finance, Tax and Company Secretarial

  • Responsibility for the quarterly and annual accounts, audit and treasury affairs for the Group and any subsidiary entities thereof and liaising with investee companies, accountants, banks, administrators and custodians;
  • Responsibility for quarterly and annual reporting to investors in the Funds and collation and preparation of all reporting information and investee company valuations;
  • Oversight and preparation of GPs and Advisors annual budgets, cash management and long-term forecasts;
  • Oversight of all tax related aspects of the Group and Funds including new transactions and the finalisation of tax aspects around the exit of one of the Funds.
  • Oversight of tax advisors in the preparation of transaction Plans for new transactions and exit of a Fund.
  • Responsibility for the Funds documentation and any changes thereto and all corporate/company secretarial affairs of the Group including movement of cash between fund subsidiaries;
  • Responsibility for improving and managing the portfolio monitoring system;

Deal Structuring and execution

  • Interfacing with the investment team where required and advising on appropriate deal structures for transactions;
  • Assisting in the establishment of legal entities for acquisitions and having oversight of the financial affairs and funding structure for such entities;
  • Responsibility for managing capital calls and investor record keeping/capital accounts for the Funds, including all capital flows to and from the Funds to portfolio companies, and distribution of all realizations back to investors;

New Fund launches

  • Providing operational support and liaising with potential LP's in new fund launches;
  • Managing the process for closing investors into a fund, the transfer of interests and cash distributions;
  • Overseeing potential co-investors into an existing fund;
  • Selection and appointment of board members of a General Partner entity;


  • Oversight of Funds and GPs board meetings and preparation of associated papers and board minutes;
  • Quarterly and annual reporting to LP's;
  • Assisting with provision of information and documentation in respect of debt facility and political risk insurance for the Funds' portfolio companies;
  • Luxembourg fund structure knowledge would be useful.


  • Assuming the Chief Compliance and MLRO role, along with interfacing with relevant service providers and ensuring all regulatory requirements are complied with, manuals updated, and reports submitted;
  • Compliance and regulatory work for all entities in the Group, working with compliance consultants;

Operations and HR

  • Generally ensuring the smooth running of all non-investment activities of the Group.
  • Managing and recruiting the employees within the finance and operations team;
  • Liaising with and managing all service providers to the Group including IT systems;
  • Managing HR related matters as requested and staff expense claims and processing;
  • Processing of salaries and partner drawings. Management of records on staff bonuses, loans and retention schemes;
  • Oversight of the Funds' carried interest schemes;
  • In conjunction with the General Council, review and negotiation of all contracts involving premises, equipment leases, telecom contracts, external service providers;