Senior Investment Accountant - Family Office; HNW

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.

• 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.

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