At a Glance
- Tasks: Manage investment accounting, reporting, and financial analysis in a dynamic Family Office environment.
- Company: Prestigious Family Office in central London with a high-performing finance team.
- Benefits: Competitive salary, professional development, and exposure to diverse financial entities.
- Other info: Opportunity for career growth in a collaborative and innovative setting.
- Why this job: Join a transformative finance team and make a real impact on financial infrastructure.
- Qualifications: Fully qualified accountant with experience in investment or property accounting.
The predicted salary is between 48000 - 72000 £ per year.
Marks Sattin Executive Search is working with a distinguished Family Office in central London to appoint a Senior Investment Accountant. This is a key role within a lean, high‑performing finance team, offering broad exposure across investment entities, property companies, partnerships, and trusts.
The position blends technical accounting, financial control, and performance analysis with meaningful involvement in the Family Office's ongoing finance transformation. You will support the development of enhanced reporting frameworks, contribute to system and process improvements, and help strengthen the overall financial infrastructure as the organisation continues to evolve.
Core responsibilities include:
- Management and regulatory reporting
- Multi-currency performance analysis
- Preparation of high quality financial information to support senior leadership
- Bank reporting
- Coordination of external audits
- Regular engagement with external stakeholders such as property managers, administrators, and financial institutions
As a senior member of the team, you will review and guide junior accountants, support the FC and CFO on ad hoc analysis and project work, and ensure the finance function remains aligned with best practice. The role requires someone who maintains up to date knowledge of relevant tax, accounting, and compliance developments and is comfortable stepping into new or complex areas when required.
The Ideal Candidate:
- A fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered, with strong experience across investment or property accounting, including partnerships, trusts, fund accounting, or asset management structures
- Demonstrated capability in preparing management and statutory accounts, with exposure to performance reporting, regulatory reporting, multi-currency environments, and ideally derivatives or bonds
- High proficiency in Excel and financial systems, with a proven track record of enhancing legacy processes or supporting the implementation of new systems in a dynamic environment
- Strong technical grounding, exceptional attention to detail, and the ability to interpret complex financial information while building effective relationships with internal and external stakeholders
- Brings a mature, disciplined approach to financial control and analysis, contributing effectively within a small, high performing team; Family Office experience is not required but advantageous
Due to the high level of applications, we can only reply to those candidates with relevant experience.
Senior Investment Accountant - Family Office (HNW) in Clerkenwell employer: Marks Sattin Executive Search
Marks Sattin Executive Search offers an exceptional working environment for the Senior Investment Accountant role within a prestigious Family Office in central London. Employees benefit from a collaborative and high-performing culture that fosters professional growth through exposure to diverse financial operations and ongoing finance transformation initiatives. With a focus on innovation and best practices, this role provides a unique opportunity to contribute to meaningful projects while developing strong relationships with key stakeholders in a dynamic and supportive setting.
Contact Details:
Marks Sattin Executive Search Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Accountant - Family Office (HNW) in Clerkenwell
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who have experience in family offices or investment accounting. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss your experience with management and regulatory reporting confidently. We want you to shine when they ask about your multi-currency performance analysis skills!
✨Tip Number 3
Showcase your Excel prowess! Be ready to demonstrate how you've enhanced financial processes in previous roles. We know that strong technical skills are key, so don’t hold back on sharing your success stories.
✨Tip Number 4
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 connect directly with us. Let’s get you that Senior Investment Accountant role!
We think you need these skills to ace Senior Investment Accountant - Family Office (HNW) in Clerkenwell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Investment Accountant role. Highlight your experience in investment or property accounting, and don’t forget to showcase your technical skills in Excel and financial systems. We want to see how you can contribute to our finance transformation!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with management and regulatory reporting, and how you’ve enhanced processes in previous roles. Let us know what excites you about working with a Family Office!
Showcase Your Achievements:When detailing your past roles, focus on your achievements rather than just responsibilities. Did you improve a reporting framework or streamline a process? We love to see quantifiable results that demonstrate your impact in previous positions.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at Marks Sattin Executive Search
✨Know Your Numbers
As a Senior Investment Accountant, you'll need to demonstrate your technical accounting skills. Brush up on your knowledge of management and statutory accounts, especially in multi-currency environments. Be ready to discuss specific examples from your past roles where you’ve successfully prepared financial reports or navigated complex accounting scenarios.
✨Showcase Your Systems Savvy
This role involves enhancing reporting frameworks and improving financial systems. Be prepared to talk about your experience with Excel and any financial systems you've used. Highlight any projects where you’ve implemented new processes or improved existing ones, as this will show your proactive approach to finance transformation.
✨Engage with Stakeholders
Since the position requires regular engagement with external stakeholders, think of instances where you've built strong relationships with property managers, auditors, or financial institutions. Share how you effectively communicated complex financial information to non-financial stakeholders, as this will demonstrate your ability to bridge gaps between finance and operations.
✨Stay Updated on Regulations
The ideal candidate needs to be knowledgeable about tax, accounting, and compliance developments. Before your interview, review recent changes in regulations that could impact investment accounting. Being able to discuss these changes and their implications will show your commitment to staying informed and your readiness to tackle new challenges.
