Wealth Portfolio Monitoring Analyst

10 ore fa

lombardia italy, Lombardy Heritageholdings Tempo pieno

Heritage is seeking a Portfolio Monitoring Analyst to join the Central Reporting Team in Milan. You will work at the intersection of investment, technology and data, ensuring accurate, timely, and consolidated portfolio information for Wealth Management clients.

You will collaborate with front-office professionals, supporting portfolio construction and client investment strategies while contributing to the Wealth Monitoring & Reporting Framework and the new wealth management platform.