Wealth Reporting Intern (Addepar/Data)

Heritage Holdings; Milano; On-site; EUR 7,812 - 13,392; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Excellent organizational and analytical skills

Effective communication

Tech-savvy with interest in new technologies

Attention to detail

Proactive and hands-on attitude

Education

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

Tools

Addepar

Job description

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.