Wealth Reporting Intern (Addepar/Data)

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

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.