Mondrian Alpha
Head of Finance & Portfolio Reporting – Boutique Investment Firm - Hybrid Working
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Head of Finance & Portfolio Reporting – Boutique Investment Firm - Hybrid Working
We are working with an incredibly successful family office, helping them secure someone to lead across finance and operations for the firm, with a focus on portfolio monitoring and valuations. This will work within a lean, high-calibre team and have direct interaction with the CIO and investment team.
This is a broad, high-exposure role sitting across finance, investment support, portfolio oversight and strategic planning. The successful candidate will act as the investment teams’ go-to person for financial queries, analysis and decision support. The finance element will centre on cash flow, liquidity and banking relationships. The role will also work alongside the investment team on scenario modelling, due diligence and analysis of prospective investments and asset purchases, helping assess opportunities and provide clear insight on portfolio exposure and wider strategic considerations. It will also liaise with external advisers on tax-related matters.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
For this we are looking for a CFA qualified professional (or equivalent) who is in a non-investment finance focused role. The role requires a commercially minded finance professional with strong judgement, financial literacy and the confidence to operate in a highly visible, unstructured environment. Strong communication skills and the ability to work effectively with both internal and external stakeholders are essential. Family office and HNW exposure would be desirable.
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The firm have a strong culture, with low turnover and operates a largely remote business model (1 days in the office). They will offer a strong base / bonus dependent on candidate's experience.
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