Family Office Finance Analyst (CASA)

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration. Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of wealth. The Group employs over 1000 people in 20 offices in 14 jurisdictions around the world.

Accountabilities

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client banking and foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

Qualifications And Experience

• BCom, BBusSci, LLB or related degree
• Chartered Accountant with 0-3 years post articles experience

Skills

This position requires:

• Project Management: The ability to manage numerous projects simultaneously
• Sharp analytical skills and a strong commercial awareness
• A sound understanding of financial accounts gained through practical experience
• A general understanding of financial markets and investment management
• A basic understanding of trust and corporate structuring, and the principles of corporate governance to be applied in a family setting

Competencies & Behaviors

• Planning and organising: Schedules and manages workload effectively, thinks ahead, sets plans proactively to achieve goals.
• Discrete: Respects the confidential nature of the work being undertaken, and the privacy of our clients.
• Communication skills: Communicates clearly and concisely with clients and colleagues of all levels, listens effectively, has well-presented written communication and the ability to deal with sophisticated clients.
• Accuracy & quality: Delivers work of a high standard, output is accurate and error free; has the ability to review deliverables of team members to ensure accuracy and pays attention to detail
• Problem solving and decision-making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions.
• Client-orientated: Understands and satisfies client needs at all times, takes full responsibility and accountability for all client matters including delegated tasks.
• Business development skills: Shows pride in the Stonehage Fleming brand, preserves and enhances brand Value.

Please note should you not hear from the organisation within 2 weeks of application kindly consider yourself unsuccessful. Personal information about unsuccessful candidates will be retained for 12 months. We may keep de personalised statistical information about applicants to inform our recruitment activities, but no individual will be identifiable from that data.