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- Tasks: Manage investment accounting and enhance financial reporting for a prestigious Family Office.
- Company: Distinguished Family Office in central London with a high-performing finance team.
- Benefits: Competitive salary, professional development, and exposure to diverse financial entities.
- Why this job: Join a dynamic team and make a real impact on financial transformation.
- 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 36000 - 60000 £ 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) 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)
✨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 personal introduction can make all the difference in landing that interview.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and recent developments in tax and compliance. We want you to be ready to discuss how you can contribute to their finance transformation and enhance reporting frameworks.
✨Tip Number 3
Showcase your Excel skills! Be ready to demonstrate how you've used financial systems to improve processes in previous roles. We know that strong technical grounding is key, so let that shine through.
✨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 are proactive about their job search.
We think you need these skills to ace Senior Investment Accountant - Family Office (HNW)
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 experience, 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 the best chance of being noticed. It’s straightforward and ensures your application goes directly to us. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Marks Sattin Executive Search
✨Know Your Numbers
As a Senior Investment Accountant, you'll need to be on top of your game with financial data. Brush up on your knowledge of multi-currency performance analysis and be ready to discuss how you've handled complex financial information in the past. This will show that you can bring value to their finance transformation.
✨Showcase Your Technical Skills
Make sure to highlight your proficiency in Excel and any financial systems you've worked with. Be prepared to give examples of how you've enhanced legacy processes or supported new system implementations. This will demonstrate your ability to adapt and improve their financial infrastructure.
✨Engage with Stakeholders
Since the role involves regular engagement with external stakeholders, think of instances where you've successfully built relationships with property managers or financial institutions. Share these experiences to illustrate your communication skills and ability to collaborate effectively.
✨Stay Updated on Regulations
The ideal candidate needs to have up-to-date knowledge of tax, accounting, and compliance developments. Before the interview, review any recent changes in regulations that could impact the Family Office's operations. This will show your commitment to staying informed and your readiness to tackle new challenges.
