Client Portfolio Reporting Associate
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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 tohelp 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 diverseinternational group of individuals from leading organizations and withdiverse backgrounds , including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attractingtop-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