Senior Investment Accountant, HNW Family Office

JR United Kingdom; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A prestigious Family Office in central London is seeking a Senior Investment Accountant to enhance their finance function. This role offers a diverse range of responsibilities, including financial reporting and performance analysis. The ideal candidate will be a fully qualified accountant with a strong background in investment or property accounting, able to effectively manage relationships and support junior staff.

Qualifications

• Qualified accountant with ACA, ACCA, or ACMA.
• Experience in investment or property accounting preferred.
• Strong technical skills in accounts preparation.

Responsibilities

• Support management and regulatory reporting.
• Conduct performance analysis across multiple currencies.
• Guide junior accountants and improve processes.

Skills

Management accounts preparation

Statutory accounts preparation

Financial analysis

Excel proficiency

Relationship building

Detail-oriented

Adaptability

Education

Fully qualified accountant (ACA, ACCA, or ACMA)

Tools

Financial systems

Excel

Job description

Social network you want to login/join with:

Senior Investment Accountant, HNW Family Office, London

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