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 personal and professional growth.
- 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 REF: AGR1066.
Finance Associate – Single Family Office, London, UK – PLACED employer: Agreus
Join a dynamic and supportive team at a London-based single family office, where you will have the unique opportunity to work closely with the CEO and Investment Manager on diverse financial matters. Our collaborative work culture fosters personal and professional growth, while our commitment to philanthropy allows you to contribute to meaningful projects that empower communities across Africa. With a focus on innovation and flexibility, we offer an environment that values your input and encourages continuous learning.
