UHNW Portfolio Reporting Specialist

Heritage 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.Si assicuri di leggere attentamente le informazioni relative a questa opportunità prima di inviare la sua...

Heritage 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...

Heritage 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...

Sagitta SGR è una realtà dinamica ed in espansione facente parte del Gruppo Arrow Global, specializzata nella gestione di asset alternativi illiquidi, mobiliari, immobiliari e di credito, con un focus sugli investimenti nelle special situations e negli attivi non performanti (NPL&UTP). Sagitta SGR si avvale delle proprie competenze specifiche nell’asset...

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...

Nadara is seeking an Asset Management Specialist to support governance, standardisation and optimisation of asset management across its international portfolio. You will work with country teams and central functions to maximise performance, ensure consistency, and drive continuous improvement.Responsibilities include establishing standards for SPV...

Nadara is seeking an Asset Management Specialist to support governance, standardisation and optimisation of asset management across its international portfolio. You will work with country teams and central functions to maximise performance, ensure consistency, and drive continuous improvement.Responsibilities include establishing standards for SPV...

Nadara is seeking an Asset Management Specialist to support governance, standardisation and optimisation of asset management across its international portfolio. You will work with country teams and central functions to maximise performance, ensure consistency, and drive continuous improvement.Responsibilities include establishing standards for SPV...

Within our Group Head Office - Global Investment Management (GIM) global line, we are looking for a Portfolio Solutions & Analytics specialist to join the Investment Solutions & Portfolio Analytics team. The Group CIO function is accountable for the investment strategy and performance across all asset classes of approximately € 360bn of general account...