ppHeritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. /p pOur 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. /p pOur team comprises of a diverse international group of individuals from leading organisations 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. /p h3bYour role /b /h3 pWe are looking for a bReporting Intern /b to join our team. The Reporting Intern supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes. /p pCore responsibilities include: /p ul liManual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation /li liSupport reconciliation activities,



including verification and balancing of uploaded data /li liCollaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated) /li liEnter historical transactions prior to a new client's connection and monitor/adjust online-bank transactions even in an integrated setup /li liSupport the creation of basic formulas and attributes in Addepar (no programming required) /li /ul h3bKey Requirements /b /h3 ul liOutstanding academic background with a master's degree in Finance, Economics, Engineering or related disciplines /li liPrevious experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus /li liTech-savvy with a strong interest in exploring new technologies /li liTools specific to wealth management reporting is considered a plus /li liHighly motivated and proactive, with a hands-on attitude /li liExcellent organizational and analytical skills, with strong attention to detail /li liEffective communicator with a collaborative and multicultural mindset /li liAbility to manage multiple priorities and deadlines in a dynamic environment /li liAvailable for a 6-month internship starting in May /li /ul pAt Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making. /p /p #J-*****-Ljbffr

📌 Reporting Internship (Milano)
🏢 Heritage Holdings
📍 Milano