13 ott - Milano
heritageholdings
Heritage is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team.
Scopra di più sulle mansioni generali e sulle competenze richieste per questa possibilità leggendo di seguito.
You will be the technical reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and bank sources, enabling a complete view of each portfolio.
Based in Milan or London, you will work with Relationship Managers, Product and Tech xysqume teams, owning instrument representation in reports and supporting onboarding, data automation, and client
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