Finance Associate – Single Family Office, London, UK
A London-based single family office is looking for a Finance Associate to support the CEO and Investment Manager in overseeing the principal’s financial affairs and investment portfolio.
This is a rare opportunity to join a small, dynamic team offering the best of both worlds: the variety, responsibility and close collaboration of a family office, combined with the resources and wider professional environment of the principal’s operating business.
The family office also supports a connected philanthropic foundation whose mission is to empower communities, enable growth and create sustainable impact across Africa.
Responsibilities
Finance
- Provide support for the management of the principal’s personal finances including cash management (including but not limited to yield optimisation)
- Assist in personal and corporate tax return preparations for the principal and various investment vehicles, philanthropic foundations etc in collaboration with professional tax advisors
- Responsible for book‑keeping and preparation of annual statutory accounts for the family office and various investment vehicles and philanthropic foundations that it supports
- Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters
- Monitor and submit all necessary returns and filings with Companies House and HMRC
- Keep up to date with tax and other relevant industry developments that could impact the principal’s personal situation, investment and / or philanthropic structures
- Analysing and monitoring the existing portfolio
- Preparation of portfolio reporting, including monthly performance analysis and executive summary reporting
- Assist with investment due diligence on an ad hoc basis and assist in deal execution
- Support the team on strategic projects as required
Required qualities or skills
- Strong Excel skills and broad technological literacy
- Experience of maintaining financial analyses is desirable
- A good understanding of taxes is desirable
- Intellectual curiosity and self‑drive
- Strong attention to detail and ability to maintain confidentiality
- Individual should be flexible (in terms of timing and in range of duties) to cater to the evolving needs of the principal
If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume to reubenh@agreusgroup.com.
REF: AGR1066
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