Wealth Reporting Analyst — Data Integrity

A financial services firm in Milan is seeking a Reporting Analyst to support wealth-reporting activities. This entry-level role involves manually loading transactions and ensuring data accuracy. The ideal candidate has a master's degree in Finance or related fields, along with 1-3 years of relevant experience. Strong Excel skills and tech-savviness are...

A financial services firm in Milan is seeking a Reporting Analyst to support wealth-reporting activities. This entry-level role involves manually loading transactions and ensuring data accuracy. The ideal candidate has a master's degree in Finance or related fields, along with 1-3 years of relevant experience. Strong Excel skills and tech-savviness 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 visionis tohelp clients build enduring wealth across generationsby combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and...

Heritage 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...

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,...

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,...

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,...

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,...

Join to apply for the Reporting Analyst role at Heritage Holdings . 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 We aim to help clients build enduring wealth across generations by combining institutional‑grade...

Join to apply for the Reporting Analyst role at Heritage Holdings.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 VisionWe aim to help clients build enduring wealth across generations by combining institutional‑grade...