Senior Associate - Family Offices Services_milano [tax]
PwC Tax&Legal
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 and producing related reporting
Job Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reporting.
You will be responsible for data management, portfolio keeping, reconciliation of positions, calculation of performance and risk metrics, and support for asset allocation analysis.
The role involves supporting project management for technological development projects and preparing studies and research on the wealth management market.
Matching Summary
Support UHNWI families, their Family Offices, and holding companies in monitoring liquid and illiquid assets and producing related reporting.
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 interpersonal and communication skills
Goal-oriented and pressure management
Key Requirements
2-5 years of experience in consulting, Family Office, banks, SIMs, or financial operators