Senior Associate - Family Offices Services_milano [tax]
PwC
Milano, Italy
Data management and portfolio monitoring
Reconciliation of positions and movements
Calculation of performance and risk metrics
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reports
Job Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reports.
You will be responsible for data management, portfolio keeping, reconciliation of positions, calculation of performance metrics, and analysis of asset allocation.
This role involves supporting clients in technology development projects with custodian banks and software vendors, as well as preparing studies and research on the wealth management market.
Matching Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reports.
Skills & Requirements
Must-have
Data management and portfolio monitoring
Reconciliation of positions and movements
Calculation of performance and risk metrics
Analysis of asset allocation and investments
Support for wealth management market research
Nice-to-have
Proactive and autonomous task execution
Flexibility and openness to different viewpoints
Ability to manage pressure and tight deadlines
Interest in technology development projects
Key Requirements
2-5 years of experience in consulting, Family Office, banks, SIMs, or financial operators