Strategic Leadership and Oversight:

* Provide strategic leadership and direction for Platform & Fund Services, Principal Direct Investments, Develop and execute a strategic vision for that aligns with the Group's overall financial and operational objectives.

* Review investment performance, collaborate with the GIO to report on investment performance, and assess how investments are performing against the plan.

* Oversee the development and implementation of policies, procedures, and best practices across all three pillars to ensure consistency, compliance, and operational excellence.

* Foster a culture of collaboration, accountability, continuous improvement and proactive problem-solving within the finance and operations teams.

* Manage and run a robust valuation process for the Group

* Build and maintain strong relationships with external third-party service providers

Portfolio Monitoring & Analytics:

* Oversee the day-to-day management of financial and operational data related to the investment portfolios.

* Track and analysis portfolio performance, including cash flows, capital calls, distributions, and returns on investment (ROI).

* Monitor investment performance and development in alignment with long-range plans, including performance relative to investment goals and strategy.

* Ensure robust portfolio monitoring under direct investments, utilising independent monitoring to provide unbiased oversight and analysis.

* Develop and maintain financial models to assess portfolio health, liquidity, and risk exposure, expanding on performance to investment plans and long-range objectives.

* Use technology to enhance analytics, drive faster decision-making, and ensure availability of data.

Financial Reporting & Valuations:

* Work across the pillars to ensure accurate and timely reporting of portfolio financials, including NAV (Net Asset Value) calculations and fair value assessments of portfolio companies.

* Coordinate the valuation process for portfolio assets, adhering to relevant accounting standards and guidelines.

* Prepare and review quarterly and annual reports for internal stakeholders and investors, detailing performance metrics, investment updates, and risk assessments.

* Ensure efficient delivery of services such as transaction management, financial control, NAV oversight (for Holding Companies & SPVs), valuations, and independent financial monitoring.

* Ensure comprehensive delivery of financial reporting and analytics services, including ALCO reporting, VAM reporting, and Group Board reporting.

Transaction Management & Operational Oversight:

* Ensure the efficient execution of transaction management, financial control, NAV oversight, Long-Term Incentive Plans (LTIPs), valuations, audit management, investor servicing, BRM (Business Risk Management) reporting, regulatory reporting, and fund board participation.

* Manage and enhance services provided to key family office clients, ensuring timely, accurate, and insightful information is available for decision-making.

* Ensure robust financial control and optimisation of direct investments while building and maintaining strong relationships with corporate CFOs and GIO coverage.

* Oversee capital activity workflows, including capital calls, distributions, and liquidity events, ensuring proper processing, reconciliation, and reporting.

* Work with fund administrators, auditors, and external service providers to ensure data accuracy and compliance with reporting requirements.