Head of Funds Audit Delivery at Alpine Investors

London, England, United Kingdom

Alpine Investors Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Private Markets, Investment FundsIndustries

Requirements

  • Qualified Chartered Accountant (e.g., ACA/ACCA) and/or industry equivalent (e.g., IMC)
  • Experience in a Project Management capacity in the Asset Management industry
  • Extensive understanding of Project governance and fully competent in the use of MS Office applications and other project tools and methodologies
  • External audit experience – experience of delivering or performing external audits, ideally within the Asset Management industry. Big 4/medium sized external audit experience
  • Qualified Accountant – Qualified accountant, ideally with strong technical accounting capability and experience in the Asset Management industry (advantageous)
  • Fund Services – Knowledge of fund accounting, transfer agency, AML / KYC, banking, payments, depository, tax provision / compliance including high level knowledge and understanding of the funds audit process (advantageous but not required)
  • Excellent Asset Management experience, with knowledge of Private Markets and associated assets
  • Based in London (contractual location)

Responsibilities

  • Lead the end-to-end delivery of fund audits and tax returns across diverse fund range, ensuring timely execution for over 400 funds, including LTAFs (including the CTRA fund), Ground Rent Funds, Private Market Funds, Luxembourg and UK fund ranges
  • Manage project plans, drive adherence to deadlines, and proactively identify and mitigate delivery risks
  • Engage with strong stakeholders across Aviva Investors, Aviva Group, HSBC Fund Controllers, and external auditors (EY and BDO)
  • Focus on governance, quality assurance, and operational excellence
  • Lead monthly audit governance forums
  • Formalise third-party engagement
  • Oversee communication and reporting processes
  • Support technical reviews and ensure the integrity of financial reporting (requires solid accounting background)
  • Provide strategic oversight, people management, and grasp of regulatory and compliance standards

Skills

Key technologies and capabilities for this role

ACAACCAIMCProject ManagementMS OfficeAsset ManagementPrivate MarketsFund AuditsFinancial AccountingStakeholder EngagementProject GovernanceRegulatory Compliance

Questions & Answers

Common questions about this position

Is this position remote or does it require being in the office?

This position is based in London and will be the contractual location of the successful candidate; other locations cannot be considered.

What are the key skills and qualifications required for this role?

The role requires a Qualified Chartered Accountant (e.g., ACA/ACCA) or equivalent, experience in project management within Asset Management, external audit experience ideally from Big 4 or medium-sized firms, and knowledge of fund services such as fund accounting and audit processes.

What benefits are offered for this role?

Benefits include a generous pension scheme with Aviva contributing up to 14%, eligibility for an annual performance bonus, family-friendly parental and carer's leave, generous holiday entitlement plus bank holidays with buy/sell options, up to 40% discount on Aviva products, and Aviva-funded private medical benefits.

What is the salary for this position?

This information is not specified in the job description.

What makes a strong candidate for the Head of Funds Audit Delivery role?

A strong candidate will have excellent Asset Management experience with knowledge of Private Markets, be a Qualified Chartered Accountant with external audit background ideally from Big 4, and possess project management expertise in fund audits and governance.

Alpine Investors

Investment firm specializing in software and services

About Alpine Investors

Alpine Investors specializes in investing in software and services businesses, focusing on executing powerful transitions and scaling through change with a PeopleFirst operating philosophy. The main technologies/methods used in their product include software and services for executing transitions and scaling through change.

San Francisco, CaliforniaHeadquarters
2001Year Founded
$205.5MTotal Funding
VENTURE_UNKNOWNCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Flexible Work Hours

Risks

Increased competition in medical software could challenge Alpine's similar investments.
Potential talent drain as key personnel leave Alpine for other firms.
Rapid expansion of Orion Group may lead to operational challenges and integration risks.

Differentiation

Alpine's PeopleFirst strategy includes a unique CEO-in-Residence program for leadership transitions.
Alpine Investors is a Certified B Corp, emphasizing environmental, social, and governance criteria.
Alpine specializes in middle-market software and services, leveraging digital transformation trends.

Upsides

Increasing demand for digital transformation boosts Alpine's software and services investments.
CEO-in-Residence programs are gaining traction, aligning with Alpine's PeopleFirst strategy.
Alpine's focus on ESG criteria enhances its reputation and attracts responsible investors.

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