Overview
Finance Associate Jobs in London, England, United Kingdom at Senna
Title: Finance Associate
Company: Senna
Location: London, England, United Kingdom
Posted on the Senna Private Equity Careers Network.
Overview
A London-based family office is seeking a Finance Associate to support its CEO and Investment Manager in overseeing the principal's financial affairs and investment portfolio. This is a rare opportunity to join a small, dynamic team where variety, direct responsibility, and close collaboration define the day-to-day experience.
The family office operates alongside the principal's broader operating business, offering access to wider professional resources while retaining the agility and breadth of a boutique environment. The team also supports a connected philanthropic foundation focused on empowering communities, enabling growth, and creating sustainable impact across Africa.
Key Responsibilities
- Support the management of the principal's personal finances, including cash management and yield optimisation.
- Assist in the preparation of personal and corporate tax returns for the principal and various investment vehicles and philanthropic foundations, working in collaboration with external tax advisors.
- Maintain bookkeeping and prepare annual statutory accounts for the family office, its investment vehicles, and the philanthropic foundations it supports.
- Manage relationships with banks and financial institutions on administrative, KYC, and due diligence matters.
- Monitor and submit all required filings and returns with Companies House and HMRC.
- Stay current with tax and relevant industry developments that may affect the principal's personal situation, investment structures, or philanthropic arrangements.
- Analyse and monitor the existing investment portfolio on an ongoing basis.
- Prepare portfolio reporting, including monthly performance analysis and executive summary reports.
- Assist with investment due diligence on an ad hoc basis and support deal execution as required.
- Contribute to strategic projects across the team as needed.
Skills & Experience
- ACA qualification or equivalent is required.
- Strong Excel skills and broad technological literacy.
- Experience maintaining financial analyses is desirable.
- A solid understanding of tax is desirable.
- Intellectual curiosity and a self-driven working style.
- Strong attention to detail with a demonstrated ability to handle confidential information with discretion.
- Flexibility in both working hours and scope of duties to accommodate the evolving needs of the principal.
Why This Role Stands Out
- Direct exposure to a broad range of financial, investment, and philanthropic activities within a single, cohesive team.
- Close working relationships with senior leadership, including the CEO and Investment Manager.
- The breadth of responsibility typical of a family office environment, supported by the resources of a larger operating business.
- Meaningful involvement in work connected to a philanthropic mission with impact across Africa.
Application Process
To be considered for this role, please submit a copy of your most recent CV — preferably in Word format — to [email protected].
About Senna
Senna is a careers platform for professionals pursuing opportunities in private equity. The platform brings together relevant roles, market context, and hiring signals to help candidates navigate the market with greater clarity. For more information, visit joinsenna.com.
