Senior Investment Accountant, HNW Family Office
Senior Investment Accountant, HNW Family Office

Senior Investment Accountant, HNW Family Office

Full-Time 48000 - 72000 £ / year (est.) No home office possible
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Marks Sattin Executive Search

At a Glance

  • Tasks: Join a dynamic finance team as a Senior Investment Accountant, handling diverse investment vehicles.
  • Company: Work with a prestigious Family Office in central London, known for its innovative finance solutions.
  • Benefits: Enjoy a collaborative work environment and opportunities for professional growth and development.
  • Why this job: Be part of a lean team driving financial insight and transformation in a fast-paced setting.
  • Qualifications: Must be a fully qualified accountant with experience in investment or property accounting.
  • Other info: Ideal for detail-oriented individuals ready to mentor junior accountants and improve processes.

The predicted salary is between 48000 - 72000 £ per year.

Marks Sattin Executive Search is working with a prestigious Family Office based in central London, supporting the search for a seasoned Senior Investment Accountant to join their dynamic and growing finance function.

This is a broad, hands-on role offering exposure across investment vehicles, property companies, partnerships, and trusts. The successful candidate will support ongoing finance transformation work, including system improvements. You will be responsible for management and regulatory reporting, performance analysis across multiple currencies, and helping drive greater financial insight. This is a key role within a lean team, requiring a detail-oriented, commercially aware individual with a strong technical background and the ability to roll up their sleeves where needed.

You will also support bank reporting, external audits, and liaise with key third parties, including property managers and banks. As a senior member of the team, you\’ll review and guide the work of junior accountants and contribute to process improvement across the department.

The Ideal Candidate

  • A fully qualified accountant (ACA, ACCA, or ACMA), Ideally chartered
  • Ideally experienced in investment or property accounting, with exposure to partnerships and trusts.
  • Strong technical grounding in management and statutory accounts preparation.
  • Proficient in Excel, with a strong grasp of financial systems and data.
  • Able to build effective relationships with internal teams and external stakeholders, including property managers and banks.
  • Hands-on, detail-oriented, and confident reviewing junior team members\’ work.
  • Adaptable, commercially aware, and able to respond at pace to evolving priorities.
  • Family office , Asset Management , Hedge fund, Private equity or Fund/Investment accounting experience is desirable.

Due to the high level of applications, we can only reply to those candidates with relevant experience.

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Senior Investment Accountant, HNW Family Office employer: Marks Sattin Executive Search

Joining this prestigious Family Office in central London offers an exceptional opportunity for professional growth within a dynamic finance team. The company fosters a collaborative work culture that values innovation and continuous improvement, providing employees with the chance to engage in meaningful projects while developing their skills in investment accounting. With a focus on employee development and a supportive environment, this role is perfect for those seeking a rewarding career in a thriving financial setting.
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, HNW Family Office

✨Tip Number 1

Network with professionals in the family office and investment accounting sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face.

✨Tip Number 2

Familiarise yourself with the latest trends in investment and property accounting. Being knowledgeable about current market conditions and regulatory changes can set you apart during discussions with interviewers.

✨Tip Number 3

Prepare to discuss your experience with financial systems and data analysis. Be ready to provide examples of how you've improved processes or contributed to finance transformation in previous roles.

✨Tip Number 4

Showcase your ability to build relationships by preparing anecdotes that highlight your collaboration with external stakeholders, such as property managers and banks, which is crucial for this role.

We think you need these skills to ace Senior Investment Accountant, HNW Family Office

Qualified Accountant (ACA, ACCA, or ACMA)
Investment Accounting
Property Accounting
Partnerships and Trusts Knowledge
Management Accounts Preparation
Statutory Accounts Preparation
Advanced Excel Skills
Financial Systems Proficiency
Data Analysis
Relationship Management
External Audit Coordination
Process Improvement
Detail-Oriented
Team Leadership
Adaptability
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications as a fully qualified accountant (ACA, ACCA, or ACMA) and emphasises your experience in investment or property accounting. Include specific examples of your work with partnerships and trusts.

Craft a Compelling Cover Letter: Write a cover letter that showcases your strong technical grounding in management and statutory accounts preparation. Mention your proficiency in Excel and financial systems, and how these skills will benefit the Family Office.

Highlight Relevant Experience: In your application, clearly outline your hands-on experience in bank reporting, external audits, and liaising with key third parties. This will demonstrate your ability to contribute effectively to the team.

Showcase Soft Skills: Don’t forget to mention your adaptability, commercial awareness, and ability to build effective relationships with internal teams and external stakeholders. These soft skills are crucial for the role and should be evident in your application.

How to prepare for a job interview at Marks Sattin Executive Search

✨Showcase Your Technical Skills

As a Senior Investment Accountant, you'll need a strong technical grounding. Be prepared to discuss your experience with management and statutory accounts preparation, and highlight your proficiency in Excel and financial systems during the interview.

✨Demonstrate Your Detail Orientation

This role requires a detail-oriented individual. Share examples from your past work where your attention to detail made a significant impact, especially in areas like performance analysis or regulatory reporting.

✨Highlight Your Relationship-Building Skills

You'll be liaising with various stakeholders, including property managers and banks. Prepare to discuss how you've successfully built and maintained relationships in previous roles, and how this has benefited your team or organisation.

✨Prepare for Process Improvement Discussions

Since the role involves contributing to process improvements, think of specific instances where you've identified inefficiencies and implemented changes. Be ready to share these experiences and the positive outcomes that resulted.

Senior Investment Accountant, HNW Family Office
Marks Sattin Executive Search
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