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- Tasks: Manage investment portfolios and assist with tax coordination for a family office.
- Company: Join a prestigious single family office in London with a supportive team.
- Benefits: Enjoy competitive pay, private healthcare, pension contributions, and generous leave.
- Why this job: Make a real impact on family investments while developing your finance skills.
- Qualifications: CFA qualified or part qualified; strong Excel and organisational skills required.
- Other info: Office-based Monday to Thursday with flexible work-from-home Fridays.
The predicted salary is between 43200 - 72000 £ per year.
A single family office is seeking a finance manager to join its team in its London offices to assist the principal and the family with managing, monitoring and reporting on their investments in private equity, venture capital and listed securities. The Finance Manager will primarily be supporting the Principal and family on their investment portfolio (3-4 days a week), while also helping on tax coordination, preparing financial statements, and administering an office of 7 people.
Key responsibilities
- Manage and track investment portfolios using the Addepar portfolio software and custodian reports;
- Collaborate with in-house investment analysts to build and maintain Excel-based models of investment portfolios (private and public securities);
- Help analyse and close investments;
- Investigate and reconcile any data discrepancies or valuation differences.
Personal tax information
- Work with the Principal and family to gather and prepare information required by US and UK tax advisors for annual returns;
- Organise supporting documents (statements, schedules, investment summaries) for annual tax returns;
- Maintain a clear and accurate archive of tax-related correspondence and filings.
UK Charitable Trust and UK Limited Company
- Prepare annual financial statements, liaising with external accountants and tax advisors;
- Manage accounting ledger (Sage Accounting software), invoices, payroll, and workplace pension scheme;
- Administer the office: coordinating with service providers such as IT, and maintaining office supplies and equipment.
Skills, Qualifications and attributes
- CFA qualified or part qualified with desire to complete qualification; ACA/ ACCA qualifications are also an advantage;
- Strong administrative background, with exposure to finance or accounting workflows. Accounting qualifications a plus;
- Solid Excel proficiency; familiarity with bookkeeping or accounting systems beneficial;
- Excellent attention to detail and strong organisational discipline;
- Clear, professional communication style;
- Reliable and diligent;
- Proactive and steady, able to manage recurring tasks independently.
Compensation and benefits
Compensation will be competitive. Benefits include Private healthcare, 5% matched private pension contribution, and 25 days annual leave. The role will be office-based Monday-Thursday with WFH Fridays.
How to apply
To apply and for further information please email your CV in strictest confidence to Simon Collard simon.collard@ap-executive.com
Seniority level Associate
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Financial Services and Funds and Trusts
Finance Manager, Family Office - London employer: AP Executive - Global Executive Search Agency
Contact Detail:
AP Executive - Global Executive Search Agency Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Manager, Family Office - London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who might know someone at the family office. A personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your Excel skills and understanding investment portfolios. Be ready to discuss how you can manage and track investments effectively, as this will show you're serious about the role.
✨Tip Number 3
Showcase your organisational skills! Bring examples of how you've managed financial statements or tax coordination in the past. This will demonstrate your attention to detail and reliability, which are key for this position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Finance Manager, Family Office - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Finance Manager role. Highlight your experience with investment portfolios, tax coordination, and any relevant qualifications like CFA or ACA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the family office. Mention your attention to detail and organisational skills, and how they align with the job requirements.
Showcase Your Excel Skills: Since solid Excel proficiency is key for this role, don’t forget to mention any specific projects or tasks where you’ve used Excel effectively. If you have experience with portfolio software like Addepar, definitely include that too!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at AP Executive - Global Executive Search Agency
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around private equity and venture capital. Be prepared to discuss specific investments you've managed or analysed in the past, and how you used tools like Excel or Addepar to track performance.
✨Showcase Your Organisational Skills
Since this role involves managing tax information and financial statements, highlight your organisational abilities. Bring examples of how you've maintained accurate records or streamlined processes in previous roles to demonstrate your attention to detail.
✨Communicate Clearly
The job requires a clear and professional communication style, so practice articulating your thoughts concisely. You might be asked to explain complex financial concepts, so think about how you can simplify these for someone who may not have a finance background.
✨Be Proactive
This role demands a proactive approach, so come prepared with questions that show your interest in the family's investment strategy and how you can contribute. Think about potential improvements or insights you could bring to their current processes.
