UHNW Portfolio Reporting Specialist (Milano)

UHNW Portfolio Reporting Specialist (Milano)

02 ott
|
Greenhouse Software
|
Milano

02 ott

Greenhouse Software

Milano

Heritage Holdings in Milan (Italy) is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team. The role focuses on portfolio monitoring, data consistency across data sources, and producing client reports for UHNW portfolios.
You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting. The ideal candidate has a Master's degree in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong

📌 UHNW Portfolio Reporting Specialist (Milano)
🏢 Greenhouse Software
📍 Milano

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