Family Office Associate

Islandbridge; Greater London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus pool

Private healthcare

Professional training

Career development

Volunteering days

Job summary

Islandbridge is seeking a Client Associate for the Family Office Team in London’s West End. The role focuses on client relationships, reporting and treasury support, working closely with senior leaders.

Candidates should have 2+ years at a Big Four or similar firm and a professional qualification (ACA/ACCA/CTA or equivalent). The firm offers competitive pay, private healthcare, training and development, plus volunteering days.

Qualifications

• 2+ years of relevant experience at a Big Four or similar firm; professional qualification preferred (ACA, ACCA, CTA or equivalent).
• Highly numerate; strong communication and stakeholder management skills.
• Confident using AI and digital tools to improve efficiency and quality control.

Responsibilities

• Treasury & Payments: manage client treasury, banking and liquidity forecasting.
• Reporting: prepare quarterly consolidated client reports and verify data.
• Investments: prepare subscriptions/redemptions and compliance requirements.
• Tax: gather and coordinate client tax data and documentation; work with tax advisers.
• Projects & Other: support high-value client projects, governance records and fund administration.

Skills

Advanced Excel

Microsoft Office

AI tools

Digital literacy

Education

ACA/ACCA/CTA or equivalent

Tools

Xero

Addepar

Job description

Islandbridge is a purpose-driven investment firm and multi-family office supporting exceptional families, entrepreneurs and business builders seeking to align capital with long-term objectives and values. The Firm operates in a high-trust environment, focused on clear thinking, disciplined execution and a consistently high standard of client experience.

We are a boutique, founder-led firm, which means team members work closely with senior leaders and see the direct impact of their work from day one. The office is collaborative, ambitious and fast-moving, with an energetic team that enjoys solving problems together. We value initiative, ownership and people who are eager to contribute ideas, take responsibility and make things happen. The Islandbridge Family Office Team is at the core of how we build trust, collaboration and innovation with our clients.

In 2021, the Firm became a B Corp and considers the impact of its decisions on its team, customers, suppliers, community and the environment.

In the UK, the Firm is regulated and authorised by the FCA. In the US, it is an SEC-regulated investment adviser.

Our Mission

Our mission is to empower exceptional people to thrive.

For our clients, we help relieve the weight of managing their assets so they can focus on their wider purpose and what matters most to them.

For our team, we help them learn in an environment where they are challenged to be their best.

For our investments, we use our network to find great teams to invest with and bring the strength of our network and support to bear.

Links

Website https://www.ib-capital.com/

Values https://www.ib-capital.com/values/

About the Role

Islandbridge has a mandate to hire another Client Associate to work within the Family Office Team on key client relationships. The role is based in London's West End.

Islandbridge is differentiated by the strength of the Family Office Team and the Clients they work with.

Islandbridge Family Office

The Family Office Team works side by side with the investment team, integrating clients’ wider purpose, operations and reporting. The Team advises on complex balance sheets, liquidity, treasury, risk, financing, operations and strategic initiatives, and supports implementation through transfers and payments, investment execution, structuring and reporting.

Responsibilities

Treasury & Payments

• Manage client treasury, including banking and custodian relationships, yield enhancement, FX purchases, liquidity monitoring and cash flow forecasting.
• Instruct payments in a secure, controlled environment, supporting approval requests, internal checklists, dual authorisations and weekly payment listings.
• Maintain liquidity models, including commitment and distribution forecasting, five-year cash flow reviews and scenario analysis.

Reporting

• Prepare quarterly consolidated client reports across the full family balance sheet, bringing together investment portfolios, private assets, entities, cash, liabilities, commitments and key activity.
• Collate and verify statements, investment documentation, valuations and external data to support accurate, complete and timely reporting.
• Use systems such as Addepar to produce ownership views, asset allocation, performance and benchmark comparisons, holding structures, philanthropy updates and supporting schedules.
• Maintain reporting databases, accounting ledgers, client portals and key digital document records, including bank reconciliations, monthly expense tracking and budgeting using systems such as Xero.

Investments

• Prepare investment subscriptions, redemptions and related compliance requirements.
• Coordinate investment administration, including pre-investment compliance, investment KYC, capital calls, distributions and ongoing documentation.

Tax

• Gather, prepare and coordinate client tax data and documentation, including K-1s, 1099s, donation receipts, investment tax packs and other prescribed forms.
• Work closely with client tax advisers, coordinating information requests, tax calls and approved tax payment processes.
• Track and manage remitted versus unremitted funds, supporting clear records for cross-border tax planning and advisor review.
• Coordinate tax input on new investments, disposals, entity structuring and charitable giving strategies, helping ensure tax considerations are identified early and reflected in implementation.

Projects & Other

• Assist with high-value client projects, including asset purchases, estate and succession planning, philanthropy, entity setup, carbon footprint analysis and offsetting.
• Support client entity administration, governance records, ongoing KYC/AML requirements and coordination with advisors.
• Assist with DAF and foundation administration, grant coordination, pre-grant compliance, board packs and related payments.
• Support financing matters, including mortgages, lines of credit, capital call facilities, debt repayment monitoring and covenant tracking.

Individual Attributes and Requirements

• At least 2 years’ relevant experience at a Big Four or similar firm, with a professional qualification (ACA, ACCA, CTA or equivalent) preferred.
• Advanced Excel, Microsoft Office and digital literacy; experience with Xero, Addepar or similar platforms would be beneficial.
• Confident using AI and other digital tools to improve efficiency, support drafting and analysis, summarise information and enhance quality control, while exercising sound judgement, confidentiality and appropriate oversight.
• Highly numerate, commercially aware and interested in financial markets, macroeconomic developments and investment concepts including private equity, hedge funds, FX and interest rates.
• Excellent communication and stakeholder management skills, with a natural client-facing demeanour, strong ownership of correspondence and a commitment to delivering a consistently high-quality, detail-oriented client experience.
• Quick learner who is flexible, adaptable and able to move efficiently between tasks in a fast-paced environment.
• Conscientious, reliable, hard-working and positive, with high energy, resilience and a willingness to get involved wherever needed

Islandbridge has a proven model for developing high performers in a fast-paced, results-driven environment. The Firm offers a competitive salary, access to a discretionary bonus pool, and supports private healthcare, professional training, personal career development and volunteering days.

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