Wealth Portfolio Monitoring Analyst

Heritage is building the Modern Investment Office in Milan and seeks a Portfolio Monitoring Analyst to join our Central Reporting Team. You will work with front-office professionals to ensure accurate, timely portfolio information for Wealth Management and UHNWI clients, while collaborating with Product and Technology to enhance our proprietary wealth...

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 investment sourcing with personalized portfolio construction,...

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...

About The Role JLL's Private Wealth Capital Markets team in Milan is seeking a talented Real Estate Analyst. The PW practice was founded in January 2024 in JLL Italy to support high-net-worth individuals, ultra-high-net-worth individuals, and family offices in their real estate investment and divestment strategies. This role offers the opportunity to work...

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether...

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,...

Location: Milan, Milan, ITCredit Analyst – Analyst/Senior Analyst – Corporate Ratings (FMCG, Consumer & Agribusiness) – MilanFitch Ratings is currently seeking an Analyst or Senior Analyst to join our EMEA Corporate, Infrastructure and Project Finance (CIPF) Ratings team, based in our Milan office.As one of the world's top three credit ratings...

Generali Asset Management in Lombardy seeks an Investment Analyst/Associate to join the Indirect & Alternative Investments - Private Markets team. You will support execution, monitoring and reporting across a diversified portfolio of private assets.The role offers exposure to fund managers, transactions, and portfolio management within an international...

Whitin the Liability‑Driven Investing Unit, the Indirect & Alternative Investments team is responsible for analysing and implementing indirect investment strategies and for executing tactical asset allocation decisions across the fixed income and equity universe relevant to its remit. It ensures smooth and efficient management of assigned portfolios by...