Instead of being one layer removed, you’ll sit next to the decision-maker. You’ll learn how deals are structured, wealth is managed and investments are made — all as your first step into industry. This is the kind of exposure that accelerates careers, not just skills.
This is the kind of experience that changes your trajectory.
📌 What you’ll be doing
- Preparing financial statements and management accounts across multiple entities
- Supporting budgeting, forecasting and liquidity planning
- Building dashboards to track investment performance & wealth structures
- Liaising with external advisors (tax, legal, wealth & investment specialists)
- Working across private equity, real estate, listed markets & philanthropic vehicles
- Helping shape processes, controls and reporting for a growing Family Office
- Supporting cash flow, treasury and investment structuring decisions
🌱 Who will thrive here
- ACA (or equivalent) qualified (2023–2025)
- Curious about investments, wealth management & commercial finance
- Confident speaking with senior stakeholders and taking ownership early
- Strong Excel user (Power BI a bonus, not required)
- Experience with HNW, trusts, private clients or investment entities is valuable, though not essential — interest matters more than background.
What you’ll gain
- Direct mentorship from a founder who values collaboration and development
- Real exposure to investment mechanics, structuring and decision-making
- A role with long-term progression into investment finance or Family Office leadership
- Competitive salary + strong bonus
- A chance to help build a Family Office platform from the ground up.
Contact Detail:
93 MGMT Recruiting Team