Senior Analyst - Family Office - Roma

Michael Page The figure will have a key role in operational management and monitoring of investment portfolios, as well as reporting and analysis to support strategic decisions. Main responsibilities: - Manage the execution of financial operations across various asset classes. - Execution capacity through price and exchange rate evaluation, as well as commission fee optimization. - Analyze and negotiate contractual conditions, collaborating with external advisors and wealth managers to ensure compliance with agreed-upon strategies. - Monitor investment portfolios, ensuring control and analysis of performance compared to objectives. - Care for periodic reporting activity destined for stakeholders, ensuring quality and timeliness of information. - Collaborate with external advisors, wealth managers, and financial counterparties to ensure compliance with agreed-upon strategies. - Provide analytical support in defining investment strategies and managing liquidity. The ideal resource has a degree in economic-financial disciplines and has subsequently gained at least 5 years of experience in similar roles at Family Office, SGR, banks or insurance companies that have allowed them to learn a good in-depth knowledge of the main financial instruments and market dynamics. Additionally: - Excellent analytical and synthesis skills, precision, and autonomous operational capabilities; - Good knowledge of the Office package and main financial analysis tools (Refinitiv, Bloomberg); - Good knowledge of English, both written and spoken. Cross-functional skills: - Ability to work in a team and manage relationships with various stakeholders; - Proactivity, problem-solving, and goal-oriented; - Confidentiality and reliability, essential characteristics for operating in a high-trust context. A Primary Family Office located in Rome is seeking a senior resource to be inserted into the Finance area. Opportunity to work in a stimulating and reserved environment, with strong emphasis on excellence. Possibility of professional growth and increasing responsibilities. Sector: Other Role: Other