Senior Investment Accountant, HNW Family Office
- Permanent
City of London, London
The details
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.
Related jobs
Salary:
£25,000 - £28,000 per annum
Location:
Leeds, West Yorkshire
Industry
Business Services
Qualification
None specified
Market
Commerce & Industry
Salary
£25,000 - £30,000
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Permanent
Description
Purchase ledger clerk role in East Leeds
Reference
BBBH188162
Expiry Date
01/01/01
Author
Cameron WalshAuthor
Cameron WalshSalary:
£45,000 - £55,000 per annum
Location:
Leeds, West Yorkshire
Industry
Business Services
Qualification
None specified
Market
Financial Services
Salary
£50,000 - £60,000
Job Discipline
Tax
Contract Type:
Permanent
Description
.
Reference
BBBH188290
Expiry Date
01/01/01
Author
Aleksandra TaranovskajaAuthor
Aleksandra TaranovskajaSalary:
£50,000 - £60,000 per annum
Location:
Chester, Cheshire
Industry
Education
Qualification
Fully qualified
Market
Commerce & Industry
Salary
£60,000 - £70,000
Job Discipline
Qualified Finance
Contract Type:
Contract
Description
FP&A Specialist | Chester | Hybrid | 4-5 month contract | Up to £60,000
Reference
BBBH188298
Expiry Date
01/01/01
Author
Jamie MillerAuthor
Jamie MillerSalary:
£180 - £220 per day + per day via umbrella
Location:
London
Industry
Investment Banking & Capital Markets
Qualification
Part qualified
Market
Financial Services
Salary
£150 - £250
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Contract
Description
Bank Reconciliation Administrator - Financial Services - 3-6-month contract £180 - £220 per day via umbrella (dependant on experience).
Reference
BBBH188168
Expiry Date
01/01/01
Author
Deem NaPattaloongAuthor
Deem NaPattaloongRelated articles

Teaser
TechnologyContent Type
General
20/04/25
Summary
In the competitve UK tech landscape, securing top-tier softwared engineers is more than challenging than ever. The UK tech sector retains the number 1 spot in Europe and number 3 in the world as
by
Shammi Choudhury

Teaser
Commerce & IndustryContent Type
General
01/04/25
Summary
Transitioning from an accountancy practice into your first role in industry is a significant milestone in your professional journey. As a newly qualified ACA accountant, you bring a strong f
by
Hannah Spears

Teaser
Finance & AccountingContent Type
Career Advice
29/03/25
Summary
ACA. ACCA. CIMA. AAT. ICAS. CIPFA. You probably know what these qualifications are and understand the importance they hold in a career in accountancy. If you’re about to become a qualified accountant
by
Harry Latham