14 ago
|
heritageholdings
|
Milano
14 ago
heritageholdings
Milano
Heritage is seeking a Portfolio Monitoring Analyst to join our Central Reporting Team in Milan. You will work with front-office professionals to consolidate portfolio information, support wealth management decisions, and ensure accurate reporting for UHNWI clients.
The role offers exposure to portfolio construction, asset allocation, and data-driven decision support within an expanding, multicultural environment, with a strong emphasis on accuracy and collaboration.
#J-18808-Ljbffr
📌 Portfolio Monitoring Analyst — WealthTech & Reporting (Milano)
🏢 heritageholdings
📍 Milano