Middle Office Operaciones Wealth Management

FAMILY ENTERPRISE PARTNERS; Madrid; Presencial; EUR 30.000 - 50.000; Jornada completa

Descripción de la vacante

A specialized wealth management firm in Madrid is seeking a full-time Middle Office Wealth Management Analyst. Responsibilities include overseeing operational processes, managing transactions, and ensuring compliance with regulations while delivering high-quality service to clients. Ideal candidates will possess strong analytical skills, excellent communication, and a Bachelor’s degree in Finance or related field. This role is on-site and offers an opportunity to work closely with clients in the financial sector.

Formación

• Strong analytical skills for financial data review and problem‑solving.
• Excellent communication and customer service abilities.
• Proficiency in finance and accounting to manage transactions.

Responsabilidades

• Oversee operational processes and support financial data analysis.
• Ensure compliance with internal policies and manage transactions.
• Interact with clients to ensure high‑quality service delivery.

Conocimientos

Strong analytical skills

Excellent communication

Customer service abilities

Proficiency in finance and accounting

Highly organized

Familiarity with financial software

Educación

Bachelor’s degree in Business Administration, Finance, Accounting, or related field

Herramientas

Masttro

Descripción del empleo

Company Description

Family Enterprise Partners (FEP) is a specialized firm that advises families, individuals, and institutions on holistic wealth management. The firm focuses on family, business, and wealth governance, helping clients institutionalize decision‑making and investment management processes. FEP works to transfer values, an entrepreneurial spirit, and a legacy of wealth generation across generations. The firm’s mission is to provide tailored solutions that meet the distinct needs of family enterprises on Wealth Management and Family Governance.

Role Description

This is a full‑time, on‑site role for a Middle Office Wealth Management Analyst, based in Madrid. The role involves overseeing operational processes, supporting the analysis and reporting of financial data, ensuring compliance with internal policies, and collaborating with different stakeholders. Key daily tasks include managing transactions, ensuring operational efficiency, and maintaining accurate accounting records. The position also involves regular interaction with clients to ensure high‑quality service delivery.

Qualifications

• Strong analytical skills for financial data review and problem‑solving
• Excellent communication and customer service abilities to collaborate with clients and team members
• Proficiency in finance and accounting to manage transactions and ensure compliance with regulations
• Highly organized, detail‑oriented, and capable of multitasking
• Familiarity with financial software such as Masttro or similar tools is a plus
• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field
• Experience in the financial or investment sectors is advantageous.