Senior Investment Accountant, HNW Family Office

Marks Sattin Ltd; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prestigious Family Office in central London seeks a Senior Investment Accountant to play a hands-on role within their finance function. This position offers exposure to investment vehicles, property companies, and partnerships. The ideal candidate will be a fully qualified accountant with strong technical skills in management and statutory accounts, proficient in Excel, and experienced in investment or property accounting. This is a key role that includes supporting reporting and audits while leading junior accountants.

Qualifications

• Must be a fully qualified accountant, ideally chartered.
• Experience in investment or property accounting, especially with partnerships and trusts.
• Strong technical skills in management and statutory accounts preparation.

Responsibilities

• Support ongoing finance transformation work and system improvements.
• Responsible for management and regulatory reporting.
• Review and guide the work of junior accountants and contribute to process improvements.

Skills

Investment accounting

Property accounting

Excel proficiency

Management accounts preparation

Statutory accounts preparation

Relationship building

Attention to detail

Leadership

Adaptability

Education

Fully qualified accountant (ACA, ACCA, or 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.

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.