Senior Equity Finance Manager

Triple PointLondon, England, United Kingdom · Posted 1 month ago

Full-timeEst. 80,000 GBP

Description

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.

There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'.

If this sounds like an environment where you would flourish, then read on…

The Function & Team

Reporting to the Head of Funds Finance - Equity & Listed Vehicles, the Senior Equity Finance Manager owns day-to-day finance across these portfolios: accurate financial reporting, cash and liquidity management, financial control, statutory compliance and Board reporting, working closely with administrators, auditors, tax advisers and internal stakeholders across the investment lifecycle.

The Roles Key Responsibilities

Key Accountabilities

Own the day-to-day finance activities across the VCT, Energy and Housing portfolios.
Ensure timely, accurate financial reporting and statutory compliance.
Maintain effective financial controls and support governance requirements.
Develop strong relationships with fund administrators, auditors, tax advisers and investment teams.
Identify opportunities to improve finance processes and reporting.

Venture Capital Trust (VCT)

Review quarterly management accounts from fund administrators.
Prepare quarterly Board Packs.
Cashflow forecasting.
Process subscriptions and redemptions.
Review investment valuations.
Monitor compliance with VCT rules.
Manage interim and annual reporting, including audit.

Energy

Preparation of quarterly management accounts.
Cash and liquidity management.
Invoice processing.
Coordinate statutory accounts and tax return filings.
Manage funds flows on financial close and drawdowns.
Track expenditure against Board-approved budgets.
Review project company monthly accounts.
Assist with tax and deal structuring on acquisitions.

Housing

Review monthly management accounts of fund administrators.
Manage quarterly interest payments.
Manage intercompany dividends, cash sweeps and corporation tax payments on account.
Review statutory accounts and tax returns for 14 entities.
Issue annual rent demands.

Key Relationships

Head of Equity Finance.
Investment teams.
Fund administrators and other service providers.
External auditors and tax advisers.
Board members.

Experience

Extensive years PQE (ACA, ACCA or CIMA).
Experience in investment trusts, funds or financial services.
Strong technical accounting and reporting skills.
Advanced Excel and financial systems capability.
Excellent organisation, communication and stakeholder management.

Personal Qualities:

Highly organised, with strong attention to detail and accuracy against tight reporting deadlines.
Confident, clear communicator, able to build trust with senior stakeholders, auditors and Board members.
Proactive and solutions-focused, comfortable taking ownership of complex financial processes.
Collaborative team player, working effectively with third-party administrators and cross-functional colleagues.
Resilient and adaptable, able to manage multiple portfolios and competing priorities.

Why Join us?

You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
Be part of a growing and innovative team
We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

Stay Curious.
Be Generous.
Take Thoughtful Action.
Pull Together.
Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.

Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.

Apply today for further information!

Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.

Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.

STRICTLY NO AGENCIES

You can find a link to our candidate privacy notice HERE.