03 set - Milano
Heritage Holdings
Heritage is seeking a Portfolio Monitoring Analyst to join the Central Reporting Team in Milan. You will work at the intersection of investment, technology and data to provide accurate portfolio information for wealth advisory and discretionary services to UHNWI clients.
You will collaborate with front-office professionals and product/tech teams to design, improve and scale the Wealth Monitoring & Reporting Framework, contributing to new templates, dashboards and views on our in-house platform.
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