Analyst - Family Office

Company Description

Tack scf srl is a forward-thinking firm specializing in providing tailored financial solutions to high-net-worth individuals and families. Based in Milan, the company supports clients in managing and optimizing their family wealth through a meticulous and personalized approach. Committed to integrity and excellence, Tack scf srl combines expert financial advisory with an in-depth understanding of client needs to create long-term value. The company fosters a collaborative and innovative work environment to deliver exceptional service.

Role Description

This is a full-time, on-site role located in Milan for an Analyst - Family Office. The Analyst will be responsible for conducting detailed financial analysis, preparing reports, and assisting in investment management strategies. Additional tasks may include evaluating asset allocation, maintaining client portfolios, and contributing to the development of financial models. The role requires active collaboration with internal teams.

Qualifications

• Strong financial analysis, data interpretation, and investment management skills
• Proficiency in creating and working with financial models and reports
• Excellent organizational skills, attention to detail, and ability to meet deadlines
• Effective communication skills
• Proficiency in Microsoft Office Suite, particularly Excel, and financial software
• Ability to work in a team environment and adapt to a dynamic work setting
• Advanced degree in Finance, Economics, Business Administration, or a related field is a must
• Previous experience in wealth management, investment banking, consultancy or family office settings is an advantage
• Proficiency in Italian and in English is required.