Senior Investment Accountant, HNW Family Office

Marks Sattin Executive Search; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prestigious recruitment firm in London is seeking a seasoned Senior Investment Accountant for a dynamic Family Office. The role involves managing regulatory reporting, driving financial insight, and supporting audits. The ideal candidate is a qualified accountant with experience in investment or property accounting and a strong technical background in financial systems. This position offers a comprehensive overview of diverse investment vehicles, including trusts and partnerships.

Qualifications

• Fully qualified accountant (ACA, ACCA, or ACMA), ideally chartered.
• 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.

Responsibilities

• Support ongoing finance transformation work, including system improvements.
• Manage and produce regulatory reporting and performance analysis across multiple currencies.
• Drive greater financial insight and help with bank reporting.
• Support external audits and liaise with key third parties.
• Review and guide the work of junior accountants.

Skills

Investment accounting

Property accounting

Regulatory reporting

Financial analysis

Team leadership

Excel proficiency

Education

Fully qualified accountant (ACA, ACCA, or ACMA)

Tools

Financial systems

Job description

Senior Investment Accountant – Family Office

Marks Sattin Executive Search is working with a prestigious Family Office based in central London, supporting the search for a seasoned 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.

Responsibilities

• Support ongoing finance transformation work, including system improvements.
• Manage and produce regulatory reporting and performance analysis across multiple currencies.
• Drive greater financial insight and help with bank reporting.
• Support external audits and liaise with key third parties, including property managers and banks.
• Review and guide the work of junior accountants and contribute to process improvement across the department.

Qualifications

• 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.