Heritage Holdings in Milan is looking for a Reporting Analyst to support wealth-reporting activities by ensuring data accuracy and collaboration with the Tech Team for integration with Addepar. The ideal candidate holds a master's degree in Finance or a related field and has 1-3 years of experience.The role includes manual data entry, reconciliation processes, and the standardization of reports. A proactive attitude and strong Excel skills are essential, and all communications will be conducted in English.
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📌 Wealth Reporting Analyst: Addepar Data (Italia)
🏢 Heritage Holdings
📍 Italia
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