Finance & Operations Analyst - Single Family Office

Oplu (formerly Chace People); Milano; In loco; EUR 40.000 - 60.000; Tempo pieno

Descrizione del lavoro

A prestigious family office in Milan is seeking a Finance & Operations Analyst to manage financial data and assist direct client interactions. The ideal candidate will have a strong background in finance or accounting, advanced Excel skills, and an ability to work in a detail-oriented manner in a fast-paced environment. This role offers the opportunity for long-term career growth and direct exposure to high-net-worth clients.

Servizi

Direct exposure to UHNW Principals

Unique family office experience

Long-term career path

Competenze

• Willingness to execute trades and complete KYC forms.
• Comfortable with tech, including Mac OS and basic IT troubleshooting.

Mansioni

• Produce accurate financial reports and reconciliations.
• Track reimbursements and manage client payment schedules.
• Organize payment runs and execute stock trades.

Conoscenze

Advanced Excel proficiency

Strong numerical and analytical skills

Attention to detail

Familiarity with online trading platforms

Proactive and organized

Fluent in English

Spanish language skills

Formazione

Solid education in finance or accounting

Descrizione del lavoro

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.