Portfolio Monitoring Analyst — Wealthtech & Reporting

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/79k7hb

Heritage is seeking a Portfolio Monitoring Analyst to join our Central Reporting Team in Milan.
You will work with front-office professionals to consolidate portfolio information, support wealth management decisions, and ensure accurate reporting for UHNWI clients.
The role offers exposure to portfolio construction, asset allocation, and data-driven decision support within an expanding, multicultural environment, with a strong emphasis on accuracy and collaboration.
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/79k7hb