UHNW Portfolio Reporting Specialist
Heritage Holdings in Milan (Italy) is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team.
Sta pensando di candidarsi? Non aspetti, scorra verso il basso e invii la sua candidatura il prima possibile per non perdere l'occasione.
The role focuses on portfolio monitoring, data consistency across data sources, and producing client reports for UHNW portfolios.
You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting.
The ideal candidate has a Master's degree xbvzest in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong
Sta pensando di candidarsi? Non aspetti, scorra verso il basso e invii la sua candidatura il prima possibile per non perdere l'occasione.
The role focuses on portfolio monitoring, data consistency across data sources, and producing client reports for UHNW portfolios.
You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting.
The ideal candidate has a Master's degree xbvzest in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong