Office MgrAccounts recruitment
Ownership to include management accounts and annual financial accounts. Preparation of board papers and liaison with clients,fund admin,custody, legal,regulators and 3rd party management groups. Will do monthly invoicing and review client portfolio statements.
Assistance to CEO will involve roadshows, marketing, communications to new,potential and existing clients and involvement in wealth management solutions. Some involvement in investment selection will be involved.
Role calls for someone with an investment managementhedge fundfamily office background who has previously multi tasked in a small company. Will need to be a graduate, ideally with some historical accounting background and a broad understanding of operations,investment and the sales process. Will need to be credible in front of many different professional relationships.
The client is a fairly new FO advisory business working within a global tax,trust and investment advisory group.