Heritage Holdings is building the Modern Investment Office and expanding its Central Reporting Team in Europe. A Portfolio Monitoring Analyst will support wealth management with accurate, timely consolidated portfolio information to help advisory and discretionary services for UHNWI clients.
You will work with front-office professionals on portfolio construction, asset allocation, and client investment strategies, contributing to the quality of information used in decision making.
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📌 Wealth Monitoring & Reporting Analyst (Milano)
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📍 Milano
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