Reporting Internship
Pubblicato il 07-09-2026 - Heritage Holdings in Milano
Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
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Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your role
We are looking for a Reporting Intern to join our team. The Reporting Intern supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.
Core responsibilities include:
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- Manual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation
- Support reconciliation activities, including verification and balancing of uploaded data
- Collaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated)
- Enter historical transactions prior to a new client’s connection and monitor/adjust online-bank transactions even in an integrated setup
- Support the creation of basi