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Job Description

A boutique investment management firm based in London is looking to add a Newly Qualified accountant to it's growing private client division. The firm has a strong UHNW network and offers direct investment services, as well as portfolio management and advisory to such individuals.

The firm are looking for a qualified ACA/CFA individual to focus on the Advisory area of the business in a broad, client facing role leveraging accounting skills from your qualification.

As a financial analyst, you will:

  • Work alongside the partners in maintaining key client relationships.
  • Be trained across the business in Investments and trade support.
  • Financial accounting and reporting for client investments, holding companies and personal portfolios. Includes monthly balance sheet production, expense analysis and delivering comprehensive quarterly investment reports.
  • Overseeing Treasury management including bank reconciliations, yield analysis, currency reporting and liquidity forecasting.
  • Collating data for tax computations and liaising with the clients' tax advisors.
  • Client project work.

You will be:

  • Qualified accountant or CFA.
  • Strong communication skills and professional demeanour, familiar with dealing with UHNW indivuduals/ senior clients.
  • Experience/ understanding of fund management.
  • Highly articulate, organised and able to work under pressure.

This position would suit someone looking for long term growth into the developing advisory arm of a reputable fund manager. If you are interested in this role please apply below or contact me for more information.

Eames Consulting is acting as an Employment Agency in relation to this vacancy.