Who We Are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable. Our team comprises of a diverse international group of individuals from leading organizations and with diverse backgrounds , including private equity, venture capital, banking, software development, law, and entrepreneurship.
We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests. Your role The Client Portfolio Reporting Associate is part of our Central Reporting Team , the function dedicated to the supervision, monitoring and reporting of the wealth of UHNWIs clients . The mission of the role is to act as the technical point of reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and all
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