27 ott - Varese
Heritage Holdings
Heritage is building the Modern Investment Office in Milan and seeks a Portfolio Monitoring Analyst to join our Central Reporting Team. You will work with front-office professionals to ensure accurate, timely portfolio information for Wealth Management and UHNWI clients, while collaborating with Product and Technology to enhance our proprietary wealth platform.
The role focuses on data loading, reconciliation, and the creation of clear wealth reports, contributing to high-quality decision
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