Family Office Junior Executive

4 weeks ago


London, United Kingdom eFinancialCareers Full time

A rare and exciting opportunity to join a private investment office, working on behalf of the Managing Partner of a sizeable private markets business in central London. With a focus an accounting, you will hold a broad role looking after many aspects ofthe investment portfolio. A part or fully qualified accountant is required together with a strong academic background.

**The Role**:

- **Support the Managing Partner in all aspects of managing investment portfolio**:

- Initial asset allocation
- Quarterly performance reviews
- Engaging and liaising with external advisors
- **Overview real estate portfolio provide support in**:

- Property acquisitions
- Development and refurbishments
- Accounting and tax reporting
- **Support the Managing Partner and the Head of Tax with the tax compliance process**:

- **Facilitate and coordinate other Family, Trust & Estate structures**:

- Coordinate philanthropic operations
- Handling of insurance policies
- Support other family members with ad-hoc finance related projects
- Artwork

**Requirements**:

- You will be a graduate with a strong academic background
- Be highly numerate, likely to be following an accounting or tax qualification, part or fully qualified in either
- Financial services experience would be advantageous, ideally having had exposure to working with senior executives
- Excellent all round communication and interpersonal skills

**The Opportunity**:

- To report to a senior executive as well as at Managing Partner level
- Develop your accounting/finance skills further
- Career enhancing role to add to your CV



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