14 ott - Milano
heritageholdings
Heritage is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team. 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 teams, owning instrument representation in reports and supporting onboarding, data automation, and client
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