Senior Associate - Family Offices Services_milano [tax]

PwC Tax&Legal

milano, Italy
Not specified (assumed to be hybrid or fully onsite based on company culture).
Family offices services
Wealth management
Financial instruments
PwC Tax&Legal is seeking a Senior Associate for their Family Offices Services team in Milan, Italy. The role involves supporting ultra-high-net-worth families and their offices with asset management, performance metrics, and project management in a dynamic, international environment

Job Summary

  • Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reports.
  • Calculate performance and risk metrics for liquid and illiquid assets, and support analysis of asset allocation and financial managers.
  • Engage in project management for technological development projects involving custodian banks and software vendors.

Matching Summary

Match Score: 85

PwC Tax&Legal is seeking a Senior Associate for their Family Offices Services team in Milan, Italy. The role involves supporting ultra-high-net-worth families and their offices with asset management, performance metrics, and project management in a dynamic, international environment.

Skills & Requirements

Must-have

  • Family Offices Services
  • wealth management
  • financial instruments
  • performance metrics calculation
  • asset allocation analysis

Nice-to-have

  • proactive and autonomous
  • flexible and open to discussion
  • good relational and communication skills
  • manage pressure and tight deadlines
  • intellectual curiosity

Key Requirements

  • 2-5 years of experience
  • CFA Level 1 passed or in progress
  • Organizational skills and precision
  • Ability to prioritize tasks
  • Teamwork and collaboration

Work Rights

Not specified

Tailored Resume

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