Knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics
PwC Tax&Legal is seeking a Manager for its Family Offices Services team in Milan, Italy. The role involves managing financial portfolios for ultra-high-net-worth individuals and requires experience in consulting or finance, along with strong analytical skills and a proactive attitude
Job Summary
The role involves supporting UHNWI families and Family Offices with asset monitoring and reporting within a dynamic international team.
Key responsibilities include data management, portfolio reconciliation, calculating performance metrics, and assisting with asset allocation analysis.
Candidates must possess strong organizational skills and the ability to manage tight deadlines while working autonomously on various projects.
Matching Summary
Match Score: 85
PwC Tax&Legal is seeking a Manager for its Family Offices Services team in Milan, Italy. The role involves managing financial portfolios for ultra-high-net-worth individuals and requires experience in consulting or finance, along with strong analytical skills and a proactive attitude.
Skills & Requirements
Must-have
2-5 years experience in financial services
Knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics
Nice-to-have
CFA Level 1 candidate or intent to sit
Project management support for technology projects
Proactive and autonomous work style
Strong communication and team collaboration skills
Ability to prioritize multiple projects under pressure
Key Requirements
2-5 years experience in consulting, Family Office, or banking