Senior Associate - Family Offices Services_milano [tax]

PwC PricewaterhouseCoopers GmbH

Milan, Italy
Data management and portfolio monitoring
Financial instrument knowledge
Risk and performance metrics calculation
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports

Job Summary

  • Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports.
  • You will be responsible for data management, portfolio keeping, reconciliation of positions, and calculation of performance and risk metrics.
  • The role involves supporting technological development projects and market research in wealth management.

Matching Summary

Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing reports.

Skills & Requirements

Must-have

  • Data management and portfolio monitoring
  • Financial instrument knowledge
  • Risk and performance metrics calculation
  • Asset allocation analysis support
  • Wealth management market research

Nice-to-have

  • Proactive and autonomous task completion
  • Flexibility and open-mindedness
  • Strong relational and communication skills
  • Goal-oriented and pressure management

Key Requirements

  • 2-5 years of experience in consulting, Family Office, banks, or financial operators
  • CFA Level 1 passed or planned
  • Excellent organizational skills and precision

Work Rights

Not specified

Tailored Resume

Cover Letter