Senior Associate - Family Offices Services_milano [tax]

PwC PricewaterhouseCoopers GmbH

Milano, Italy
Data management and portfolio monitoring
Financial metrics calculation
Asset allocation analysis support
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets

Job Summary

  • Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets.
  • Reconcile positions, balances, and movements, and calculate performance and risk metrics for liquid and illiquid assets.
  • Assist with technology development projects involving custodian banks and software vendors.

Matching Summary

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

Skills & Requirements

Must-have

  • Data management and portfolio monitoring
  • Financial 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, banking, or financial operators
  • In-depth knowledge of financial instruments
  • Knowledge of risk and performance metrics
  • CFA Level 1 passed or in progress

Work Rights

Not specified

Tailored Resume

Cover Letter