Head of Wealth Reporting & Data Strategy

Heritage Holdings; Milano; In loco; EUR 80.000 - 110.000; Tempo pieno

Descrizione del lavoro

A leading investment firm in Milan is seeking a Head of Reporting to oversee strategic and operational wealth reporting processes. This role includes developing standardized reports for Multi-Family Offices, ensuring data quality, and acting as a liaison between Family Officers and technology teams. The ideal candidate will have a master's degree in a relevant field, 5–10 years of experience in similar roles, and strong leadership and communication skills. Join a diverse team and impact wealth management for international clients.

Competenze

• 5–10 years’ experience in similar roles.
• In-depth knowledge of financial instruments and their applications.
• Experience in wealth-consolidation software.

Mansioni

• Develop standardized reports for Multi-Family Offices.
• Perform qualitative checks on reports and provide insights.
• Coordinate with Tech Team for data feeds.

Conoscenze

Financial instruments knowledge

Data integrity principles

Leadership skills

Communication skills

Tech-savvy

Formazione

Master’s degree in Finance, Economics, Engineering or related disciplines

Strumenti

Addepar

Descrizione del lavoro

A leading investment firm in Milan is seeking a Head of Reporting to oversee strategic and operational wealth reporting processes. This role includes developing standardized reports for Multi-Family Offices, ensuring data quality, and acting as a liaison between Family Officers and technology teams. The ideal candidate will have a master's degree in a relevant field, 5–10 years of experience in similar roles, and strong leadership and communication skills. Join a diverse team and impact wealth management for international clients.