Posted - 17 June 2019

Location - LONDON, UK



We are looking to add an Accountant-Assistant Investment Manager in a large single family office based in London.


The successful applicant will report to the Investment Manager and Chief Investment Officer.


The family office is involved in a variety of investment activities, from management of bond and public equity portfolios to private equity funds, direct investments, other alternative investments and property. The successful candidate will have a financial background and will likely be a recently qualified accountant or will have a suitable investment qualification.  Work experience in an investment company is preferred but not essential.


The Assistant Investment Manager role is to undertake the ongoing review of two large hospitality assets, with the opportunity to develop into other parts of the business in the future.  The role combines financial analysis with wider business strategy and concise communication to both financial and non-financial management.


The Assistant Investment Manager will be expected to perform the following tasks:

  • Assist in the management, analysis and reporting of two significant operating investments, including project management, financial forecasts and return on investment analyses;
  • Assist in the review, monitoring and reporting on prospective investments;
  • Produce weekly and monthly reporting; including profit and loss accounts, budgets, cash flows, variance analysis and commentaries;
  • Provide management reporting for decision-making, including project appraisal, evaluation and post-implementation analysis;
  • Assist in the production of annual budgets;
  • Review capital expenditure on projects and question spend where required;
  • Prepare reports of investment meetings reviewing existing and proposed investments,
  • There will be some international travel from time to time.


The Successful Candidate:

  • Will either be currently working in a junior investment position and looking to move to the next stage of investment management or currently working in the financial industry and looking to move into a privately managed investment fund;
  • A financial qualification is preferred (ACA, CFA, etc.);
  • Proficient in Excel modelling;
  • Competent at summarising and presenting financial reports and will be able to organise and monitor investment projects;
  • Experience with property and hotels would be a preference;
  • Willing to work in a flexible and opportunistic family office environment.


A market leading salary and compensation package is offered.


If you would like to find out more about the role and to apply, please send your CV to Tom Stuart on


REF: AGR2554

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