Knowledge of traditional and alternative financial instruments
Understanding of risk and performance metrics for asset classes
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PwC Sweden is seeking a Manager for its Family Offices Services team in Milan, Italy. The role involves supporting ultra-high-net-worth individuals and their family offices through various financial and reporting tasks, requiring a strong background in finance and tax consulting.
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Job Summary
The role involves supporting UHNWI families, Family Offices, and holdings in monitoring liquid and illiquid assets.
Responsibilities include data management, portfolio reconciliation, calculating performance metrics, and supporting asset allocation analysis.
Candidates will assist with project management on technological developments involving custodian banks and software vendors.
Matching Summary
Match Score: 75
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PwC Sweden is seeking a Manager for its Family Offices Services team in Milan, Italy. The role involves supporting ultra-high-net-worth individuals and their family offices through various financial and reporting tasks, requiring a strong background in finance and tax consulting.
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Skills & Requirements
Must-have
2 to 5 years experience in financial services
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
Strong organizational and prioritization skills
Proactive and autonomous work style
Excellent communication and teamwork abilities
Key Requirements
2-5 years experience in consulting, Family Office, or banking
CFA Level 1 preferred
Degree in Finance or related field implied by context