Senior Associate - Family Offices Services_milano [tax]

PwC Belgium Tax News

Portfolio monitoring
Financial metrics calculation
Asset allocation analysis
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, and calculation of performance and risk metrics.
  • Support technological development projects involving custodian banks and software vendors, and contribute to market research on wealth management.

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

  • Portfolio monitoring
  • Financial metrics calculation
  • Asset allocation analysis
  • Wealth management market research

Nice-to-have

  • Proactive and autonomous
  • Flexible and open to discussion
  • Team player
  • Goal-oriented
  • Manage pressure

Key Requirements

  • 2-5 years of experience
  • Knowledge of financial instruments
  • Understanding of risk and performance metrics
  • CFA Level 1 candidate

Work Rights

Not specified

Tailored Resume

Cover Letter