Senior Associate - Family Offices Services_milano [tax]
PwC UK
Milan, Italy
Data management and portfolio monitoring
Financial instrument knowledge
Risk and performance metrics
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports
Job Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports.
You will be responsible for data management, portfolio keeping, reconciliation, and calculating performance and risk metrics for liquid and illiquid assets.
The role involves supporting clients in asset allocation analysis, financial manager analysis, alternative investments, and technological development projects.
Matching Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports.
Skills & Requirements
Must-have
Data management and portfolio monitoring
Financial instrument knowledge
Risk and performance metrics
Wealth management market analysis
Nice-to-have
Proactive and autonomous work style
Flexibility and open-mindedness
Teamwork and communication skills
Goal-oriented and pressure management
Key Requirements
2-5 years of experience in consulting, Family Office, banks, SIMs, or financial operators