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- Tasks: Join a dynamic finance team as a Senior Investment Accountant, handling diverse investment vehicles and reporting.
- Company: Work with a prestigious Family Office in central London, known for its innovative finance solutions.
- Benefits: Enjoy a hands-on role with opportunities for professional growth and system improvement.
- Why this job: Be part of a lean team driving financial insight and transformation in a fast-paced environment.
- Qualifications: Must be a fully qualified accountant (ACA, ACCA, or ACMA) with investment or property accounting experience.
- Other info: Application support available; privacy policies can be found on our website.
The predicted salary is between 43200 - 72000 £ per year.
Marks Sattin Executive Search is working with a prestigious Family Office based in central London, supporting the search for a highly capable 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.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We\’re committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
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Senior Investment Accountant, HNW Family Office employer: Marks Sattin (UK) Ltd
Contact Detail:
Marks Sattin (UK) Ltd 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 vehicles, property accounting, and regulatory requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience with financial systems and data analysis during interviews. Be ready to provide examples of how you've improved processes or contributed to finance transformation projects in previous roles.
✨Tip Number 4
Showcase your ability to build relationships by preparing examples of how you've successfully collaborated with external stakeholders, such as banks or property managers, in your past positions.
We think you need these skills to ace Senior Investment Accountant, HNW Family Office
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 showcases your experience in investment or property accounting. Emphasise any relevant exposure to partnerships and trusts.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention your strong technical grounding in management and statutory accounts preparation, and how your skills align with the responsibilities outlined in the job description.
Highlight Technical Skills: In your application, be sure to mention your proficiency in Excel and any financial systems you are familiar with. Provide examples of how you've used these skills in previous roles to drive financial insight and support reporting.
Showcase Soft Skills: Demonstrate your ability to build effective relationships with internal teams and external stakeholders. Highlight your detail-oriented nature and adaptability, especially in fast-paced environments, to show you can thrive in a lean team.
How to prepare for a job interview at Marks Sattin (UK) Ltd
✨Showcase Your Technical Skills
As a Senior Investment Accountant, you'll need a strong technical background. Be prepared to discuss your experience with management and statutory accounts preparation, as well as your proficiency in Excel and financial systems.
✨Demonstrate Your Detail Orientation
This role requires a detail-oriented individual. During the interview, provide examples of how you've ensured accuracy in your work, especially when reviewing junior team members' outputs or handling complex financial data.
✨Highlight Your Relationship-Building Abilities
You'll be liaising with various stakeholders, including property managers and banks. Share experiences where you've successfully built effective relationships, showcasing your communication skills and ability to collaborate.
✨Prepare for Scenario-Based Questions
Expect questions that assess your adaptability and commercial awareness. Think of scenarios where you've had to respond quickly to changing priorities or drive process improvements, and be ready to discuss these in detail.
