Location: United Kingdom
Reporting to: Chief Executive Officer / Senior Managing Partner
Direct Reports: Finance, Fund Operations, Compliance, Tax, Treasury, Audit functions
Overview
The Chief Operating Financial Officer (COFO) is a senior executive responsible for the full operational integrity of Evermere’s financial architecture across its proprietary fund structures, including Evermere Atlas and associated vehicles.
This role sits at the intersection of fund finance, regulatory compliance, and operational execution. The COFO is accountable for ensuring that all financial systems, controls, and reporting frameworks operate at institutional grade, enabling the firm to deploy and recycle capital at speed while maintaining absolute regulatory and fiduciary discipline.
The mandate extends beyond traditional CFO scope, with a clear emphasis on operational excellence across fund structures, real asset platforms, and complex multi-jurisdictional transactions.
Core Responsibilities
Fund Financial Operations
- Oversee end-to-end financial operations across all Evermere funds, SPVs, and platform entities
- Ensure accurate NAV reporting, capital account management, and investor-level reporting (where applicable within a proprietary structure)
- Maintain institutional-grade financial control over complex asset classes including digital infrastructure, energy, and emerging market platforms
- Supervise fund accounting frameworks, including waterfall calculations, carry allocations, and performance reporting (IRR, MOIC, DPI, RVPI)
Audit & Financial Governance
- Lead all internal and external audit processes across UK and international structures
- Establish and enforce robust financial control frameworks aligned with institutional standards
- Manage relationships with external auditors and advisors
- Ensure audit readiness across all SPVs and fund entities at any point in time
Regulatory Compliance & Oversight
- Own financial compliance with UK regulatory frameworks, including alignment with expectations under FSMA, MiFID II, and AIFM regimes
- Work closely with legal and compliance teams to ensure all fund structures and activities remain within regulatory perimeter
- Oversee regulatory reporting, filings, and financial disclosures
- Maintain readiness for AIFM authorisation and ongoing compliance obligations
Tax Structuring & Efficiency
- Lead global tax strategy across fund structures, SPVs, and cross-border investments
- Optimise tax efficiency while maintaining full compliance with UK and international tax regimes
- Manage relationships with tax advisors and ensure appropriate structuring for capital deployment and exits
- Oversee VAT, withholding tax, and transfer pricing considerations across jurisdictions
Treasury, Banking & Liquidity Management
- Oversee all banking relationships, including institutional counterparties and credit providers
- Manage liquidity across the firm and fund vehicles, ensuring capital availability aligns with deployment strategy
- Control cash management, capital calls, distributions, and treasury optimisation
- Ensure robust controls over payment systems, authorisations, and financial security
Operational Infrastructure & Controls
- Design and maintain scalable financial infrastructure to support rapid AUM growth and transaction velocity
- Implement best-in-class financial systems, reporting tools, and data governance frameworks
- Establish and monitor internal controls, risk frameworks, and financial policies
- Ensure resilience, redundancy, and auditability across all financial operations
Strategic Partnership to the CEO
- Act as a key strategic partner to the CEO on capital deployment, structuring, and execution
- Provide financial insight on complex transactions, including JV structures, SPV sales, and structured finance arrangements
- Support investment decision-making with robust financial modelling and risk analysis
- Enable speed of execution without compromising institutional discipline
Candidate Profile
Experience
- 10+ years’ experience in fund finance, asset management, or investment banking
- Proven experience operating at senior level within hedge funds, private equity, or real asset infrastructure funds
- Strong track record managing multi-entity, multi-jurisdictional fund structures
- Deep experience with audit, regulatory compliance, and financial governance in the UK
- Experience supporting high-growth or high-velocity investment platforms
Technical Expertise
- Advanced knowledge of fund accounting, financial reporting, and performance metrics (IRR, MOIC, etc.)
- Strong understanding of UK regulatory frameworks, including Financial Conduct Authority rules, FSMA, and MiFID II
- Expertise in tax structuring across UK, Europe, and international jurisdictions
- Deep familiarity with treasury management, banking structures, and liquidity controls
- Strong systems orientation, with experience implementing financial platforms and controls
Leadership & Behavioural Attributes
- Highly disciplined operator with institutional mindset and attention to detail
- Ability to operate at speed while maintaining absolute control and accuracy
- Commercially astute, with strong judgement in complex financial environments
- Low-ego, high-impact leader capable of building and managing elite teams
- Absolute commitment to confidentiality, integrity, and fiduciary responsibility
Positioning Within Evermere
This is a critical leadership role within Evermere’s operating model. The COFO acts as the financial control centre of the firm ensuring that while investment teams operate with speed and conviction, the underlying financial and regulatory architecture remains precise, controlled, and resilient.
The role is designed for an individual capable of operating at the highest institutional standard, while supporting a platform that is deliberately structured to move faster than traditional market participants.
