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.
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You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting. The ideal candidate has a Master's degree xysqume in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong
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