UHNW Portfolio Reporting Specialist

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8900d0

Heritage 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.
Si assicuri di leggere attentamente le informazioni relative a questa occasione prima di inviare la sua candidatura.
You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting. The ideal candidate has a Master's degree xysqume in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong
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Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/8900d0