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.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
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.
ResponsibilitiesFinance
- 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 xwzovoh 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
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