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.
Mostra le tue capacità professionali all'azienda, compila il form e lascia un tocco personale nella lettera di presentazione, aiuterà il recruiter nella scelta del candidato.