Senior Investment Accountant, HNW Family Office

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

Job summary

A prestigious Family Office in London is seeking a Senior Investment Accountant. The role involves management and regulatory reporting, performance analysis across multiple currencies, and providing guidance to junior team members. Candidates should be fully qualified accountants with experience in investment or property accounting. Hands-on and detail-oriented individuals are encouraged to apply. This position offers a dynamic work environment in finance.

Qualifications

• Experience in investment or property accounting with partnerships and trusts.
• Strong technical background in management and statutory accounts preparation.
• Ability to review and guide junior accountants.

Responsibilities

• Support management and regulatory reporting.
• Perform performance analysis across multiple currencies.
• Liaise with key third parties, including property managers and banks.

Skills

Investment or property accounting experience

Strong technical grounding in management accounts

Proficient in Excel

Detail-oriented and hands-on

Ability to build relationships

Education

Fully qualified accountant (ACA, ACCA, ACMA)

Tools

Financial systems

Job description

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. 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.

We are an equal opportunities employer and welcome applications from all qualified candidates. We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs.

Marks Sattin is committed to protecting the privacy of all our candidates and clients.