At a Glance
- Tasks: Support the CEO in managing personal finances and investment portfolios.
- Company: Dynamic London-based family office with a philanthropic mission.
- Benefits: Gain hands-on experience in finance with a close-knit team.
- Other info: Flexible role with opportunities for growth and development.
- Why this job: Make a real impact while learning from industry leaders.
- Qualifications: Strong Excel skills and a keen interest in finance.
The predicted salary is between 50000 - 70000 € per year.
A London-based single family office is looking for a Finance Associate to support the CEO and Investment Manager in overseeing the principal’s financial affairs and investment portfolio. This is a rare opportunity to join a small, dynamic team offering the best of both worlds: the variety, responsibility and close collaboration of a family office, combined with the resources and wider professional environment of the principal’s operating business. The family office also supports a connected philanthropic foundation whose mission is to empower communities, enable growth and create sustainable impact across Africa.
Responsibilities
- Provide support for the management of the principal’s personal finances including cash management (including but not limited to yield optimisation).
- Assist in personal and corporate tax return preparations for the principal and various investment vehicles, philanthropic foundations etc in collaboration with professional tax advisors.
- Responsible for book‑keeping and preparation of annual statutory accounts for the family office and various investment vehicles and philanthropic foundations that it supports.
- Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters.
- Monitor and submit all necessary returns and filings with Companies House and HMRC.
- Keep up to date with tax and other relevant industry developments that could impact the principal’s personal situation, investment and/or philanthropic structures.
- Analysing and monitoring the existing portfolio.
- Preparation of portfolio reporting, including monthly performance analysis and executive summary reporting.
- Assist with investment due diligence on an ad hoc basis and assist in deal execution.
- Support the team on strategic projects as required.
Required qualities or skills
- Strong Excel skills and broad technological literacy.
- Experience of maintaining financial analyses is desirable.
- A good understanding of taxes is desirable.
- Intellectual curiosity and self‑drive.
- Strong attention to detail and ability to maintain confidentiality.
- Individual should be flexible (in terms of timing and in range of duties) to cater to the evolving needs of the principal.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to reubenh@agreusgroup.com.
Finance Associate – Single Family Office, London, UK employer: Agreus
Join a unique London-based single family office that offers an exceptional work environment where you can thrive in a small, dynamic team. With a strong focus on personal and professional growth, employees benefit from close collaboration with leadership while contributing to impactful philanthropic initiatives across Africa. This role not only provides diverse responsibilities but also the opportunity to engage in meaningful financial management that supports both personal and community development.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Associate – Single Family Office, London, UK
✨Tip Number 1
Network like a pro! Reach out to people in the finance sector, especially those connected to family offices. Attend industry events or webinars and don’t be shy about introducing yourself – you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its philanthropic efforts. Show genuine interest in their mission and how you can contribute. Practise common interview questions and think of examples that highlight your skills in finance and teamwork.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out. Plus, applying directly shows your enthusiasm and commitment to joining our team at StudySmarter.
We think you need these skills to ace Finance Associate – Single Family Office, London, UK
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Finance Associate role. Highlight your Excel skills, attention to detail, and any relevant financial analysis experience. We want to see how you can contribute to our dynamic team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how your background aligns with our mission. Don’t forget to mention your intellectual curiosity and flexibility – we love those traits!
Keep It Professional:While we appreciate a friendly tone, remember to keep your application professional. Use clear language, avoid slang, and ensure there are no typos or grammatical errors. A polished application shows us you’re serious about joining our team.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just upload your CV and cover letter!
How to prepare for a job interview at Agreus
✨Know Your Numbers
Brush up on your financial knowledge, especially around cash management and tax regulations. Be prepared to discuss how you would optimise yields or handle personal and corporate tax returns. Showing that you understand the financial landscape will impress the interviewers.
✨Excel Skills are Key
Since strong Excel skills are a must for this role, make sure you can demonstrate your proficiency. Consider preparing a small example of financial analysis you've done in the past, as it could come in handy during the interview.
✨Show Your Curiosity
This role requires intellectual curiosity and self-drive. Be ready to share examples of how you've taken initiative in previous roles or projects. Discuss any recent developments in finance or philanthropy that have caught your attention to show you're engaged with the industry.
✨Flexibility is Essential
The job demands flexibility in terms of timing and duties. Prepare to discuss how you've adapted to changing priorities in the past. Highlighting your ability to pivot and support a dynamic team will resonate well with the interviewers.
