Portfolio Monitoring

07 set - Milano
Heritage Holdings

Heritage Holdings in Milan is seeking a Portfolio Monitoring Analyst to join our Central Reporting Team, a fast-growing function linking investment, technology and data for wealth management of UHNWI clients.
You will work with front-office professionals on portfolio construction, asset allocation and client strategies while shaping the quality of information used in decision-making. Excellent Excel, English and analytical skills are essential.

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