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 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.