UHNW Portfolio Reporting Specialist

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8795ds

pHeritage Holdings in Milan (Italy) is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team. The role focuses on portfolio monitoring, data consistency across data sources, and producing client reports for UHNW portfolios. /ppYou will work with Relationship Managers and Technology teams to ensure accurate, timely reporting. The ideal candidate has a Master's degree in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong /p #J-18808-Ljbffr

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8795ds