Wealth Portfolio Monitoring Analyst

Heritageholdings; Lombardia; On-site; EUR 60,000 - 80,000; Full time

Job summary

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.

Qualifications

• Master's degree in Finance, Economics, Engineering or related disciplines.
• 1-3 years' experience in similar roles.
• Experience reading and interpreting account statements, bank reports and wealth reports.

Responsibilities

• Accurate loading and validation of transactions and valuations into data aggregation system.
• Consolidate Wealth Reports delivered to UHNWI Clients.
• Enhance Portfolio analytics by integrating with market data source.
• Support data integration between banks and our data aggregation system and contribute to dashboards/templates.
• Establish a Center of Excellence for portfolio monitoring standards.

Skills

Fluent English

Strong Excel skills

Data analysis

Presentation skills

Multicultural collaboration

Education

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

Job description

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.