Client Portfolio Reporting Associate
Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organizations and with diverse backgrounds , including private equity, venture capital, banking, software development, law, and entrepreneurship.
We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your role
The Client Portfolio Reporting Associate is part of our Central Reporting Team , the function dedicated to the supervision, monitoring and reporting of the wealth of UHNWIs clients .
The mission of the role is to act as the technical point of reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and all
Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organizations and with diverse backgrounds , including private equity, venture capital, banking, software development, law, and entrepreneurship.
We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your role
The Client Portfolio Reporting Associate is part of our Central Reporting Team , the function dedicated to the supervision, monitoring and reporting of the wealth of UHNWIs clients .
The mission of the role is to act as the technical point of reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and all