29 ott - Romano di Lombardia
Heritage Holdings
Heritage is building the Modern Investment Office in Milan and seeks a Portfolio Monitoring Analyst to join our Central Reporting Team.
Si candidi ora: legga i dettagli del lavoro scorrendo verso il basso. Verifichi di possedere le competenze necessarie prima di inviare la candidatura.
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 xivgfpx data loading, reconciliation, and the creation of clear wealth reports, contributing to high-quality decision
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