Manager - Family Offices Services_milano [tax]

PwC

Milan, Italy
Not specified; not specified; not specified
Not specified (assumed hybrid based on industry norms)
2 to 5 years experience in financial services
Knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics for asset classes
PwC is seeking a Manager for its Family Offices Services team in Milan, Italy. The ideal candidate will support ultra-high-net-worth individuals (UHNWI) and their family offices in managing and reporting on liquid and illiquid assets, requiring 2-5 years of relevant experience and strong organizational skills

Job Summary

  • The role involves supporting UHNWI families and Family Offices with monitoring liquid and illiquid assets and producing related reporting.
  • Candidates will be responsible for data management, portfolio keeping, reconciling positions, and calculating performance and risk metrics.
  • The position offers a unique opportunity to work within an international, young, and dynamic team at PwC's Milan office.

Matching Summary

Match Score: 85

PwC is seeking a Manager for its Family Offices Services team in Milan, Italy. The ideal candidate will support ultra-high-net-worth individuals (UHNWI) and their family offices in managing and reporting on liquid and illiquid assets, requiring 2-5 years of relevant experience and strong organizational skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • 2 to 5 years experience in financial services
  • Knowledge of traditional and alternative financial instruments
  • Understanding of risk and performance metrics for asset classes
  • Data management and portfolio reconciliation skills
  • Strong organizational and prioritization abilities

Nice-to-have

  • Proactive and autonomous work style
  • Flexibility in working approaches
  • Excellent communication and team collaboration
  • Ability to handle high-pressure deadlines
  • Interest in wealth management market analysis

Key Requirements

  • 2-5 years experience in consulting, Family Office, or banking
  • First level of CFA completed or planned
  • Degree in Finance, Economics, or related field preferred

Work Rights

Not specified

Tailored Resume

Cover Letter