Overview
Single Family Office – Finance & Operations Analyst

Location: Milan
Reporting to: Family Office Director
Direct contact: UHNW Principals

The Opportunity

Join a small, international Family Office with direct exposure to UHNW Principals
90% of the role is finance-related administration
Excellent opportunity for someone with a finance or accounting background who loves Excel, reconciliations, and accurate reporting
Long-term growth potential into broader Family Office responsibilities

Key Responsibilities
Finance (Core – ~90%)

Input and process data to produce accurate periodical financial reports
Retrieve, upload, and reconcile raw financial data for reporting purposes
Prepare and issue invoices as required
Track reimbursements and submit information on behalf of the clients
Categorise and maintain monthly expense records
Organise and execute the weekly payment run
Draft, input, and process payments upon instruction
Execute stock trades on Interactive Brokers (IBKR) and other platforms following client instructions, with accurate follow-up reporting
Monitor liquidity and payments across banking and investment accounts
Complete KYC forms and maintain compliance documentation for banks and institutions
Support ad-hoc finance-related tasks as required

Private Desk (Secondary)

Data input and admin support
Health insurance claims
Light calendar tasks and ad-hoc personal requests

Estate & Household (Occasional)

Track suppliers, contracts, and property records
Support household projects

General Operations (Occasional)

Maintain files, databases, and inventory
Provide ad-hoc support to the wider team

What We’re Looking For

Solid education in finance or accounting principles
Strong numerical and analytical skills, detail-oriented and accurate
Advanced Excel proficiency (pivot tables, lookups, reconciliations)
Understanding of banking, investment liquidity, and payments
Familiarity with online trading platforms (IBKR a strong plus), willing to execute trades
Comfortable completing KYC forms and compliance documentation
Tech-savvy (Mac OS, Gmail, basic IT troubleshooting)
Fluent in English; Spanish a strong plus
Proactive, organised, and eager to learn and expand responsibilities

What’s in It for You

Direct exposure to UHNW Principals in a trusted, private environment
A finance-focused role with unique Family Office experience
Fast learning and progression within a small, hands-on team
Long-term career path with scope to expand into operations, estate, and investment support

Please note: Only shortlisted candidates will be contacted. If you do not hear from us within 14 days, please assume your application has not been successful on this occasion.
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