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Family Office Junior Executive

Carnegie Consulting London, United Kingdom
Posted 2 days ago Hybrid Permanent £45k - £60k
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 of the investment portfolio. A part or fully qualified accountant is required together with a strong academic background

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 of the 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
job_description_image
Job ID  DRFO50
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