02 ott - Milano
Heritage Holdings
Who We Are
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
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
a diverse international group of individuals from leading organizations 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 as Portfolio Monitoring Analyst
We are looking for a Portfolio Monitoring Analyst to join our strategic Central Reporting Team,
a recently established team that is scaling rapidly alongside Heritage's strong growth.
The Portfolio Monitoring team is core to our business and sits at the intersection of investment, technology and data. Acting as a central function across our European offices, it supports our Wealth Management business by ensuring that Relationship Managers have access to accurate, timely and consolidated portfolio information to deliver outstanding advisory and discretionary services to our UHNWI clients.
You will work directly with front-office professionals, gaining exposure to portfolio construction, asset allocation and client investment strategies while becoming a key contributor to the quality of the information used in client decision-making on investments and wealth management.
One of the team's most exciting missions is to rethink how portfolio monitoring is performed. Together with our Product and Technology teams, you will contribute to the designing,
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