Single Family Office – Finance & Operations Analyst

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