Head of Finance & Risk

Our client is a FTSE 250 UK Investment Trust investing in income generating infrastructure debt across multiple jurisdictions. Established in 2015, the fund operates a fully outsourced business model where services are provided by a number of independent third parties. 

These include the Investment Adviser, AIFM, CoSec/Fund Administrator, Depository/Custodian, Independent Valuer, External Auditor and others.

The Head of Finance & Risk is a newly created position, in addition and complimentary to the services provided by third parties. 

Key responsibilities: 

• Review and interpret information from multiple sources to optimise decision making. 

• Improve the quality and presentation of financial information in its Annual and Interim Financial Statements, monthly NAV and other announcements to the market.  

• Improve the quality of management accounts and the annual budget 

• Comply with Corporate Governance changes, in particular changes to Provision 34 applicable for the period starting 1 April 2026. 

• Monitor and review the Company’s risk management and internal control framework and review its effectiveness. This covers all material controls including financial, operational , reporting and compliance controls taking account of the outsourced model and reliance on the controls of service providers. 

• Exercise oversight of outsourced service providers, to benchmark cost and evaluate performance. Ensure that agreements are kept up to date and there are no gaps in service provision. 

• Review and improve documentation of processes and controls including payments. 

• Exercise Board operated controls over key areas such as taxation, asset valuations and the preparation of the Annual and Interim Reports. 

• Review the Risk Register and keep it up to date. In particular, identifying and assessing emerging risks and building resilience. 

• Exercise oversight of the Company’s subsidiaries, in particular its Luxembourg subsidiary. 

• Review monthly reports received from the independent valuer. This would not cut across the current process whereby the AIFM is responsible for valuations prepared by the Adviser.  

• Carry out ad-hoc projects relating to capital markets, strategy and governance activities. 

• Financial strategy and reporting-delivering board-level financial information, forecasts and performance analysis to guide strategic decisions. 

• Excellent communication and relationship building skills. 

• Audit and compliance – will have led year end audits ensuring full compliance with statutory requirements. 

• Familiarity with investments asset management and outsourced fund model. 

• Understanding of high yield debt and or other illiquid alternative assets. 

• Development of risk management and assurance frameworks. 

• Experience of working in a regulated environment in the UK, Channel Islands or EEA.