Reporting Internship

Heritage Holdings; Milano; In loco; EUR 7812 - 13.392; Tempo pieno

Descrizione del lavoro

A modern investment firm in Milan is seeking a Reporting Intern to support wealth-reporting activities. The intern will manage data loading, ensure accuracy, and collaborate with the tech team on integration tasks. Candidates should have a Master's degree in Finance or related fields, and familiarity with fintech is advantageous. This role is ideal for tech-savvy individuals eager to gain experience in a dynamic environment. The position offers a hands-on opportunity within a multicultural team, starting in May for a duration of 6 months.

Competenze

• Outstanding academic background with a Master’s degree in relevant disciplines.
• Experience in a fintech, multi-family office, or private banking environment is a plus.
• Available for a 6-month internship starting in May.

Mansioni

• Support wealth-reporting activities by loading transactions into Addepar.
• Verify and balance uploaded data for accuracy.
• Collaborate with Tech Team during data integration.

Conoscenze

Excellent organizational and analytical skills

Effective communication

Tech-savvy with interest in new technologies

Attention to detail

Proactive and hands-on attitude

Formazione

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

Strumenti

Addepar

Descrizione del lavoro

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 technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.

Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.

Your role

We are looking for a Reporting Intern to join our team. The Reporting Intern supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.

Core responsibilities include:

• Manual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation
• Support reconciliation activities, including verification and balancing of uploaded data
• Collaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated)
• Enter historical transactions prior to a new client’s connection and monitor/adjust online-bank transactions even in an integrated setup
• Support the creation of basic formulas and attributes in Addepar (no programming required)

Key Requirements

• Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines
• Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
• Tech-savvy with a strong interest in exploring new technologies
• Tools specific to wealth management reporting is considered a plus
• Highly motivated and proactive, with a hands-on attitude
• Excellent organizational and analytical skills, with strong attention to detail
• Effective communicator with a collaborative and multicultural mindset
• Ability to manage multiple priorities and deadlines in a dynamic environment
• Available for a 6-month internship starting in May

At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.