Head of Wealth Reporting

1 settimana fa

Milano, Italia Heritage Holdings A tempo pieno

A leading investment management firm in Milan is seeking a Head of Reporting to oversee wealth reporting processes for institutional and private clients. The ideal candidate will have 5-10 years of experience, a master’s degree in a relevant field, and strong knowledge of financial instruments. This role involves stakeholder management and leveraging the Addepar platform for report standardization. Excellent communication and leadership skills are required, along with a tech-savvy approach to explore new technologies.#J-18808-Ljbffr

  • Head Of Wealth Reporting

    7 giorni fa

    Milano, Italia Altro A tempo pieno

    A leading investment management firm in Milan is seeking a Head of Reporting to oversee wealth reporting processes for institutional and private clients. The ideal candidate will have 5-10 years of experience, a master's degree in a relevant field, and strong knowledge of financial instruments. This role involves stakeholder management and leveraging the...

  • Head of Wealth Reporting

    3 settimane fa

    Milano, Italia Heritage Holdings A tempo pieno

    A leading investment firm in Milan is seeking a Head of Reporting to oversee strategic and operational wealth reporting processes. This role includes developing standardized reports for Multi-Family Offices, ensuring data quality, and acting as a liaison between Family Officers and technology teams. The ideal candidate will have a master's degree in a...

  • Head Of Wealth Reporting

    2 settimane fa

    Milano, Italia Altro A tempo pieno

    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,...

  • Head Of Reporting

    5 giorni fa

    Milano, Italia Heritage Holdings A tempo pieno

    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...

  • Head Of Reporting

    7 giorni fa

    Milano, Italia Altro A tempo pieno

    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...

  • Head of Reporting

    6 giorni fa

    milano, Italia Heritage Holdings A tempo pieno

    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...

  • Head Of Reporting

    1 settimana fa

    Milano, Italia Heritage Holdings A tempo pieno

    Who We AreHeritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.Our visionis tohelp clients build enduring wealth across generationsby combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge...

  • Head Of Reporting

    2 settimane fa

    Milano, Italia Heritage Holdings A tempo pieno

    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...

  • Head of Reporting

    6 giorni fa

    Milano, Italia Heritage Holdings A tempo pieno

    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...

  • Head of Reporting

    1 settimana fa

    Milano, Italia Heritage Holdings A tempo pieno

    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...