Heritage Holdings in Lombardy seeks a Reporting Intern to join our wealth-management team. The six-month internship starts in May and focuses on supporting wealth-reporting operations by loading transactions and valuations into Addepar, ensuring data accuracy.
You will collaborate with the Tech Team during data integration with Addepar, build basic formulas and attributes, and help reconcile data. A master's degree in Finance, Economics, Engineering or related fields and fluency in English are
📌 Wealth Reporting Intern: Data (Lombardia)
🏢 Heritage Holdings
📍 Lombardia
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