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, focusing on providing comprehensive support for ultra-high-net-worth individuals and their family offices. The ideal candidate should have 2-5 years of relevant experience in financial consulting, strong organizational skills, and a proactive approach to managing multiple projects
Job Summary
This role supports Ultra High Net Worth individuals, Family Offices, and holding companies in monitoring liquid and illiquid assets.
The position involves data management, portfolio reconciliation, and calculating performance and risk metrics for diverse asset classes.
Candidates will assist with asset allocation analysis, report preparation, and project management involving depositary banks and software vendors.
Matching Summary
Match Score: 85
PwC is seeking a Manager for its Family Offices Services team in Milan, Italy, focusing on providing comprehensive support for ultra-high-net-worth individuals and their family offices. The ideal candidate should have 2-5 years of relevant experience in financial consulting, strong organizational skills, and a proactive approach to managing multiple projects.
Skills & Requirements
Must-have
2 to 5 years consulting or financial experience
Knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics for asset classes
Nice-to-have
CFA Level 1 certification or intent to pursue
Project management support for technology development
Proactive and autonomous work style under pressure
Key Requirements
2-5 years experience in consulting, family office, or banking