You need to enable JavaScript in order to use the AI chatbot tool powered by ChatBot

Senior Investment Accountant - Family Office (HNW)

City of London, London

Senior Investment Accountant - Family Office (HNW)

  1. Permanent
£90,000 - £100,000 per annum + bonus and benefits
TA6005

City of London, London

The details

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.

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.

sign up for job alerts

Sign up for job alerts

Enter your email below to receive alerts to your inbox when similar jobs become available.

By clicking "Sign-up" below you are consenting to receive jobs to your inbox, based on the search criteria you have selected, as per our privacy policy.

jobs

Related jobs

Financial Controller

Salary:

£80,000 - £95,000 per annum

Location:

Oldham, Greater Manchester

Industry

Business Services

Qualification

Fully qualified

Market

Commerce & Industry

Salary

£80,000 - £100,000

Job Discipline

Qualified Finance

Contract Type:

Permanent

Description

Marks Sattin are exclusively recruiting for an exciting Financial Controller role based just outside Oldham offering hybrid working paying circa 90k.

Reference

BBBH192056

Expiry Date

01/01/01

Nathan  Jones

Author

Nathan Jones
Find out more
Project Manager - Oracle ERP Implementation (Private Equity)

Salary:

£700 - £850 per day

Location:

City of London, London

Industry

Private Equity

Qualification

None specified

Market

Financial Services

Salary

£350 - £450

Job Discipline

Finance Change

Contract Type:

Contract

Description

An experienced, hands-on Project Manager is required to join a high profile Private Equity Business for an initial 12 month contract to work on an Oracle ERP Implementation project.

Reference

BBBH191321

Expiry Date

01/01/01

Mellani Georgiou Find out more
Bookkeeper

Salary:

£35,000 - £40,000 per annum

Location:

Leicester, Leicestershire

Industry

Manufacturing

Qualification

None specified

Market

Commerce & Industry

Salary

£40,000 - £50,000

Job Discipline

Part Qualified & Transactional Finance

Contract Type:

Permanent

Description

Job Title: Bookkeeper Salary: £35-40,000 Location: Leicester Job Type: Full time permanent, office based

Reference

BBBH192450

Expiry Date

01/01/01

Louis  Devereux Find out more
PMO Manager

Salary:

£450 - £500 per day

Location:

London

Industry

Pharmaceuticals & Life Sciences

Qualification

None specified

Market

Commerce & Industry

Salary

£350 - £450

Job Discipline

PMO

Contract Type:

Contract

Description

PMO Manager | £450-£500 p/d Inside IR35 | 6 month contract (likely to extend)

Reference

BBBH192461

Expiry Date

01/01/01

Joshua Greenhalgh Find out more
View all jobs
posts

Related articles

UK Private Capital Breakdown 2025
UK Private Capital Breakdown 2025

Teaser

Executive Search

Content Type

General

03/12/25

Summary

The first half of 2025 presented a complex and evolving landscape for UK private capital. While a challenging macroeconomic environment tempered overall activity, a closer look reveals pockets

Teaser

UK private capital adapts amid challenges and opportunities

Read full article
Tracey Alper

by

Tracey Alper

Tracey Alper

by

Tracey Alper

What is a CFO? Everything you need to know
What is a CFO? Everything you need to know

Teaser

Executive Search

Content Type

Career Advice

08/09/25

Summary

What is a CFO?  A Chief Financial Officer (CFO) is the most senior financial leader in a business. Sitting at the C-suite level and reporting directly to the CEO, the CFO is responsible for the o

Teaser

Learn what qualifications and skills are needed to succeed as a CFO.

Read full article
Pres Pillai

by

Pres Pillai

Pres Pillai

by

Pres Pillai

Most in-demand UK tech jobs: Opportunities in a shifting market
Most in-demand UK tech jobs: Opportunities in a shifting market

Teaser

Technology

Content Type

Career Advice

05/09/25

Summary

The tech industry has seen significant change in recent years, with restructuring and high-profile layoffs making headlines. But behind the headlines, the story is more complex, and more positive

Teaser

Find out more about tech jobs in the UK, where the opportunities are, and the industries you need to know about.

Read full article
Alex Simmons

by

Alex Simmons

Alex Simmons

by

Alex Simmons