Client Portfolio Reporting Associate
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Our 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.
Our team comprises of a diverse international group of individuals from leading organizations 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.
Your role
The Client Portfolio Reporting Associate is part of our Central Reporting Team , the function dedicated to the supervision, monitoring and reporting of the wealth of UHNWIs clients .
The mission of the role is to act as the technical point of reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and all
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Client Portfolio Reporting Associate
4 ore fa
Milan, Lombardy, Italia Heritageholdings Tempo pienoWho 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...
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Client Portfolio Reporting Associate
1 giorno fa
Milan, Lombardy, Italia Greenhouse Software, Inc. Tempo pienoHeritage 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 technology, and...
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Client Portfolio Reporting Associate
6 giorni fa
Milan, Lombardy, Italia Heritage Holdings Tempo pienoWho 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...
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Client Portfolio Reporting Associate
2 giorni fa
Milan, Lombardy, Italia Heritageholdings Tempo pienoWho 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...
-
Client Portfolio Reporting Associate
2 giorni fa
Milan, Lombardy, Italia Greenhouse Software, Inc. Tempo pienoHeritage 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 technology, and...
-
Client Portfolio Reporting Associate
2 giorni fa
Milan, Lombardy, Italia Heritageholdings Tempo pienoWho 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...
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UHNW Portfolio Reporting Specialist
1 giorno fa
Milan, Lombardy, Italia Greenhouse Software, Inc. Tempo pienoHeritage 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...
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UHNW Portfolio Reporting Specialist
15 ore fa
milan, lombardy, Italia Altro Tempo pienoHeritage 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...
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UHNW Portfolio Reporting Specialist
9 ore fa
Milan, Lombardy, Italia Heritageholdings Tempo pienoHeritage is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team. You will be the technical reference for portfolio monitoring and reporting, ensuring data consistency between our data aggregation platform and bank sources, enabling a complete view of each portfolio.Based in Milan or London, you will work with Relationship...
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UHNW Portfolio Reporting Specialist
13 ore fa
Milan, Lombardy, Italia Greenhouse Software, Inc. Tempo pienoHeritage 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...