Middle Officer - Single family office

Beyond Potentials; Veneto; In loco; EUR 45.000 - 60.000; Tempo pieno

Descrizione del lavoro

A financial services firm based in Italy, Veneto, is seeking an experienced Middle Officer to support investment operations and cash management. This mid-senior level role involves working closely with Portfolio Managers, ensuring accuracy in trade executions, and supporting various financial reporting processes. Candidates must possess a degree in Finance or Accounting and have 3–5 years of relevant experience in a similar environment. The position is full-time.

Competenze

• 3–5 years of relevant experience in a Middle Office, Family Office, Private Bank, or Wealth Management environment.

Mansioni

• Reconcile trade executions and ensure accuracy across counterparties.
• Control and validate bank charges and transaction fees.
• Maintain a comprehensive record of intra-group cash movements.
• Monitor and reconcile daily account cash movements.
• Prepare and verify bank payment instructions.

Conoscenze

Analytical skills

Cash management

Investment operations

Formazione

University degree in Finance, Accounting, or a related field

Descrizione del lavoro

Overview

Our client is a single-family office investing across all asset classes globally. To support their growth, they are looking to hire an experienced Middle Officer to reinforce the team.

The Middle Officer will play a key operational support role, working closely with the Portfolio Managers and other internal stakeholders. This position requires a hands‑on professional with strong analytical skills and a solid understanding of investment operations, cash management, and reporting processes.

Responsibilities

• Reconcile trade executions and ensure accuracy across counterparties
• Control and validate bank charges and transaction fees
• Maintain a comprehensive record of intra‑group cash movements
• Monitor and reconcile daily account cash movements
• Prepare and verify bank payment instructionsSupport the Portfolio Managers with ad hoc projects and investment‑related tasks
• Collect and report on cash rates weekly; forecast and monitor liquidity position
• Contribute to financial and investment reporting processes, with the opportunity to take on greater reporting responsibilities over time
• Support operational risk monitoring and internal control initiatives
• Ensure accurate documentation and reconciliation of transactions
• Assist with regulatory documentation and KYC requests from counterparties
• Liaise with external providers as needed
• Contribute to accounting processes (experience in accounting is a plus)

Requirements

• Education: University degree in Finance, Accounting, or a related field.
• Experience: 3–5 years of relevant experience in a Middle Office, Family Office, Private Bank, or Wealth Management environment.

Seniority Level

Mid‑Senior level

Employment type

Full-time

Job function

Finance and Sales