Wealth Monitoring & Reporting Analyst

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/79m4wl

Heritage Holdings is building the Modern Investment Office and expanding its Central Reporting Team in Europe. A Portfolio Monitoring Analyst will support wealth management with accurate, timely consolidated portfolio information to help advisory and discretionary services for UHNWI clients.

You will work with front-office professionals on portfolio construction, asset allocation, and client investment strategies, contributing to the quality of information used in decision making.

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/79m4wl