Portfolio Monitoring Analyst — Wealth Analytics (Milan)

Heritage Holdings; Lombardia; On-site; EUR 45,000 - 60,000; Full time

Job summary

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 platform.

The role focuses on data loading, reconciliation, and the creation of clear wealth reports, contributing to high-quality decision

Qualifications

• Master's degree in Finance, Economics, Engineering or related disciplines.
• 1-3 years’ experience in similar roles.
• Fluent in English and strong communication skills.
• Proven ability to translate complex data into clear presentations.

Responsibilities

• Accurate loading and validation of transactions and valuations into data aggregation system.
• Reconcile data into consolidated Wealth Reports for UHNWI Clients.
• Enhance portfolio analytics by integrating with market data sources.
• Collaborate with Product and Technology to improve the in-house platform.

Skills

Excel skills

Data interpretation

English fluency

Education

Master's degree in Finance, Economics, Engineering

Job description

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 platform.

The role focuses on data loading, reconciliation, and the creation of clear wealth reports, contributing to high-quality decision