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- Tasks: Join a high-performing finance team to manage investment accounting and enhance financial reporting.
- Company: Prestigious Family Office in central London with a focus on finance transformation.
- Benefits: Competitive salary, professional development, and exposure to diverse financial entities.
- Why this job: Make a real impact in a dynamic environment while developing your accounting expertise.
- Qualifications: Fully qualified accountant with experience in investment or property accounting.
- Other info: Opportunity to guide junior accountants and engage with external stakeholders.
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, and the preparation of high quality financial information to support senior leadership. The remit also covers bank reporting, coordination of external audits, and 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 London employer: Marks Sattin Executive Search
Contact Detail:
Marks Sattin Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Accountant - Family Office (HNW) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Informational Interview
Set up informal chats with folks already working in family offices or investment accounting. These conversations can give you insider knowledge and might even lead to job opportunities. Plus, it shows your genuine interest in the field, which we love to see!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your technical skills and any relevant experience. Bring along examples of your work or projects that demonstrate your expertise in financial reporting and analysis. We want to see how you can add value to our team!
✨Apply Directly Through Our Website
Don’t forget to apply through our website for the best chance at landing that Senior Investment Accountant role! It’s the quickest way for us to see your application and get you in front of the right people. Let’s make it happen together!
We think you need these skills to ace Senior Investment Accountant - Family Office (HNW) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Senior Investment Accountant. Highlight your experience in investment or property accounting, and don’t forget to showcase your skills in preparing management accounts and performance reporting.
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 Family Office role. Mention your technical grounding and how you’ve contributed to financial transformations in previous roles.
Showcase Your Technical Skills: Since this role requires strong Excel and financial systems proficiency, make sure to mention any relevant software or tools you’ve used. If you've enhanced legacy processes or implemented new systems, share those experiences!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
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 of how you've prepared financial information and contributed to performance reporting.
✨Showcase Your Systems Savvy
This role involves enhancing legacy processes and implementing new systems. Be prepared to talk about your experience with financial systems and Excel. Share any specific instances where you improved reporting frameworks or streamlined processes, as this will show your proactive approach to finance transformation.
✨Engage with Stakeholders
You'll be working closely with various external stakeholders, so it's crucial to highlight your relationship-building skills. Think of examples where you've successfully coordinated with property managers or financial institutions. This will demonstrate your ability to communicate effectively and manage expectations.
✨Stay Current on Compliance
The ideal candidate keeps up to date with tax, accounting, and compliance developments. Make sure you can discuss recent changes in regulations that could impact the Family Office. Showing that you're informed and proactive about these matters will set you apart from other candidates.
