Family Office Analyst, London & Henley on Thames, £40-60k gpa depending on experience

We are seeking a detail-oriented Analyst to join a dynamic Family Office. This multifaceted role involves providing comprehensive administrative, analytical, operational, and personal support across the family’s business and personal affairs.

The successful candidate will be proactive, solutions-driven, and thrive in a fast-paced environment. You will work collaboratively with internal and external stakeholders, ensuring the seamless management of the family’s activities and interests.

Key Responsibilities:

Research & Analysis: Conduct in-depth research and analysis on diverse topics; provide concise, structured summaries and actionable insights.

Information Management: Review, extract, and summarize essential details from reports, communications, and meetings.

Calendar & Travel Management: Organize and oversee appointments, schedules, and travel logistics with precision.

Correspondence Handling: Manage emails, calls, and mail, ensuring timely and appropriate action is taken.

Event Coordination: Plan and coordinate business and social events.

Contact Records: Maintain and regularly update detailed records of key contacts.

Financial Oversight: Track expenses, budgets, and liaise with financial professionals as needed.

Document Management: Prepare, review, and organize paperwork related to investment, finance, legal, and property matters.

Proofreading: Deliver high-quality, error-free documents aligned with Family Office standards.

Personal Assistance: Handle errands, shopping, and procurement as required.

Record Keeping: Organize and manage document filing for easy accessibility and accuracy.

Essential Skills and Attributes:

Exceptional attention to detail, ensuring a high standard of accuracy and thoroughness.

Strong critical thinking and analytical skills to extract and communicate key insights effectively.

Excellent time management and multitasking abilities in a high-pressure environment.

Professional communication skills, both written and verbal.

Proactive, solutions-oriented approach with a strong sense of initiative.

Basic financial acumen, including budgeting and financial tracking.

High proficiency with Microsoft Office Suite and other relevant tools.

Technology-savvy, adept at using apps and software for scheduling and project management.

Discretion, integrity, and an understanding of confidentiality.

Experience:

2-5 years of relevant experience in a professional, office-based environment.

What The Role Offers:

A challenging and rewarding role within a respected Family Office.

An opportunity to contribute to a wide range of personal and professional activities.

Competitive remuneration and a supportive work environment.

If you are a highly motivated individual who thrives in a dynamic setting and is passionate about delivering excellence, we would love to hear from you.

Days/Hours: Monday to Friday 08:30 to 17:30