At a Glance
- Tasks: Support financial management and investment portfolio for a dynamic family office.
- Company: Join a 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 required.
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, blending the intimacy of a small team with the resources of a larger organisation. As a Finance Associate, you will not only manage diverse financial affairs but also contribute to impactful philanthropic initiatives across Africa, fostering both personal and professional growth in a collaborative culture that values innovation and responsibility.
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. A casual chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your Excel skills! Prepare a mini portfolio or case study showcasing your financial analyses. This will not only demonstrate your expertise but also give you something tangible to discuss during interviews.
✨Tip Number 3
Stay updated on tax and financial trends. Being knowledgeable about current events in finance can set you apart in interviews. It shows you're proactive and genuinely interested in the field.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it’s a great way to ensure your application gets the attention it deserves.
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 is tailored to the Finance Associate role. Highlight relevant experience, especially in cash management and tax preparation, as these are key responsibilities. We want to see how your skills align with what we're looking for!
Showcase Your Skills:Don’t forget to showcase your strong Excel skills and any technological literacy you have. If you've worked on financial analyses before, let us know! This will help us see your potential fit within our dynamic team.
Keep It Professional:While we love a bit of personality, keep your application professional. Use a clear format and avoid overly casual language. Remember, this is about showing us you can handle the responsibilities of the role with the right level of professionalism.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. Make sure to send your CV in PDF, DOC, or DOCX format, and keep it under 10Mb. We can't wait to see what you bring to the table!
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 ready to discuss how you would optimise yields or handle personal and corporate tax returns. This shows you're not just familiar with the basics but can also contribute meaningfully from day one.
✨Excel Skills are Key
Since strong Excel skills are a must for this role, make sure you can demonstrate your proficiency. Prepare to talk about specific functions or analyses you've performed in the past. Maybe even bring along a sample of your work if it's appropriate!
✨Show Your Curiosity
This position requires intellectual curiosity and self-drive. Be prepared to share examples of how you've pursued knowledge in finance or investment. Discuss any recent developments in the industry that interest you and how they could impact the role.
✨Flexibility is Essential
The job demands flexibility in both timing and duties. During the interview, highlight instances where you've adapted to changing circumstances or taken on varied responsibilities. This will show that you're ready to meet the evolving needs of the principal.
