08 set - Milano
Heritage Holdings
Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
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:
- 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 basic formulas and attributes in Addepar (no programming required)
Key Requirements
- Outstanding academic background with a master’s degree in Finance, Economics, Engineerin
09 set - Milano
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