Junior Investment Manager (Public Equity), Single Family Office – London
Junior Investment Manager (Public Equity), Single Family Office – London

Junior Investment Manager (Public Equity), Single Family Office – London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team managing finances for diverse investments and properties.
  • Company: Be part of a prestigious London-based Family Office with a strong reputation.
  • Benefits: Enjoy competitive remuneration and the chance to work in a collaborative environment.
  • Why this job: Gain hands-on experience in finance while contributing to impactful investment decisions.
  • Qualifications: Must be ACA/ACCA qualified with a passion for finance and detail-oriented work.
  • Other info: Opportunity to work closely with senior management and various departments.

The predicted salary is between 43200 - 72000 £ per year.

An exciting and exclusive opportunity has become available with a well-established, London based Family Office who is looking for a qualified (ACA / ACCA) Deputy Group CFO. Reporting to and working closely with the Group CFO, the Deputy Group CFO will be heavily involved in all aspects of the business including the management and analysis of costs attributed to Residential Property Ownership and Property Management, Fine Art portfolios and other investment areas. As such, the ideal candidate will possess a broad-based background within a Family Office environment.

Responsibilities and Essential Duties:

  • Management and guidance of financial teams in London and Europe.
  • Financial reporting, consolidation, tax reporting and audit coordination.
  • Management reporting across business and family areas.
  • Treasury management.
  • Systems reviews to incorporate the design and introduction of new processes.
  • Compliance reporting including KYC/AML etc.
  • Liaising with lawyers and other professional advisers and banks custodians.
  • Working closely with other management areas including Executive Office, Building Services, Property Services, Human Resources and IT.

Requirements:

  • Well qualified, experienced finance professional (ACA/ACCA).
  • A strong ability to work with legal partners, reviewing and commenting on agreements from a commercial perspective.
  • Broad based portfolio of previous experience demonstrating ability to manage many tasks in different areas simultaneously.
  • Ability to prioritise and maintain a balanced perspective whilst identifying key elements in decision processes, risks and opportunities.
  • Ability to write clearly and concisely on many topics as well as read, analyse, and summarise documents and reports.
  • Proven success in driving projects to completion, meeting deadlines and thirst for perfection.
  • Enthusiasm to be involved at detail level and participate wherever needed, no matter what.
  • Eye for detail to ensure highest standards of accuracy in reports and other output achieved.
  • Strong knowledge of IT systems and applications, primarily MS Office driven, and ability to drive systems changes across departments.
  • Ability to provide constructive practical advice in many areas and listen to others input.
  • A self-disciplined individual with broad-based common-sense approach to life.
  • Quick learner with good administrative skills.

Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.

Junior Investment Manager (Public Equity), Single Family Office – London employer: Agreus

Join a prestigious Family Office in London that values excellence and offers a collaborative work environment. With a strong focus on employee development, you will have the opportunity to grow your career while working alongside experienced professionals in finance and investment management. Enjoy competitive remuneration and the chance to engage in diverse projects that make a meaningful impact.
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Contact Detail:

Agreus Recruiting Team

Alext@agreusgroup.com

StudySmarter Expert Advice 🤫

We think this is how you could land Junior Investment Manager (Public Equity), Single Family Office – London

Tip Number 1

Network with professionals in the finance and family office sectors. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and expectations, which can be invaluable during interviews.

Tip Number 2

Familiarise yourself with the specific financial regulations and compliance requirements relevant to family offices, especially KYC/AML. Being knowledgeable about these areas will demonstrate your commitment and readiness for the role.

Tip Number 3

Prepare to discuss your experience with financial reporting and management in detail. Be ready to provide examples of how you've successfully managed teams and projects, as this will show your capability to handle the responsibilities of the Deputy Group CFO role.

Tip Number 4

Research the family office's investment strategies and portfolio areas, such as residential property and fine art. Understanding their focus will allow you to tailor your discussions and show that you're genuinely interested in contributing to their success.

We think you need these skills to ace Junior Investment Manager (Public Equity), Single Family Office – London

Financial Reporting
Cost Management
Tax Reporting
Audit Coordination
Treasury Management
Compliance Reporting (KYC/AML)
Legal Document Review
Project Management
Analytical Skills
Attention to Detail
Communication Skills
MS Office Proficiency
Systems Review and Implementation
Team Leadership
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly within a Family Office environment. Emphasise your qualifications (ACA/ACCA) and any specific projects that demonstrate your ability to manage financial teams and reporting.

Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying to this role. Discuss your experience with financial reporting, compliance, and your ability to work with legal partners. Make it personal and show how you align with the company's values.

Showcase Your Skills: In your application, highlight your skills in project management, attention to detail, and IT systems knowledge. Provide examples of how you've successfully driven projects to completion and maintained high standards in your previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A clear and concise application reflects your ability to write well, which is essential for this role.

How to prepare for a job interview at Agreus

Understand the Family Office Environment

Familiarise yourself with how family offices operate, especially in investment management. Be prepared to discuss your understanding of their unique challenges and how your experience aligns with their needs.

Showcase Your Financial Acumen

As a qualified ACA/ACCA professional, be ready to demonstrate your expertise in financial reporting, tax coordination, and compliance. Prepare examples of how you've successfully managed financial teams and projects in the past.

Highlight Your Project Management Skills

Discuss specific instances where you've driven projects to completion, particularly in high-pressure environments. Emphasise your ability to prioritise tasks and manage multiple responsibilities simultaneously.

Prepare for Technical Questions

Expect questions related to financial systems and IT applications, especially MS Office. Brush up on your technical knowledge and be ready to explain how you've implemented system changes or improvements in previous roles.

Junior Investment Manager (Public Equity), Single Family Office – London
Agreus
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  • Junior Investment Manager (Public Equity), Single Family Office – London

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-07-09

  • A

    Agreus

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