Wealth Reporting Intern: Data & Tech Collaboration

Heritage Holdings; Lombardia; In loco; EUR 6700 - 10.000; Tempo pieno

Descrizione del lavoro

Heritage Holdings in Lombardy seeks a Reporting Intern to join our wealth-management team. The six-month internship starts in May and focuses on supporting wealth-reporting operations by loading transactions and valuations into Addepar, ensuring data accuracy.

You will collaborate with the Tech Team during data integration with Addepar, build basic formulas and attributes, and help reconcile data. A master's degree in Finance, Economics, Engineering or related fields and fluency in English are

Competenze

• Master's degree in Finance, Economics, Engineering or related discipline.
• Fintech/tech environment experience is a plus.
• Fluency in English and strong communication skills are required.

Mansioni

• Manual loading of transactions and valuations into Addepar, ensuring data accuracy.
• Support reconciliation activities and balance uploaded data.
• Collaborate with Tech Team during bank-Addepar data integration.
• Enter historical transactions prior to new client connections; monitor online-bank transactions.

Conoscenze

Excel proficiency

Fluent English

Analytical skills

Organizational skills

Formazione

Master's degree in Finance or Economics or Engineering

Strumenti

Addepar

Excel

Descrizione del lavoro

Heritage Holdings in Lombardy seeks a Reporting Intern to join our wealth-management team. The six-month internship starts in May and focuses on supporting wealth-reporting operations by loading transactions and valuations into Addepar, ensuring data accuracy.

You will collaborate with the Tech Team during data integration with Addepar, build basic formulas and attributes, and help reconcile data. A master's degree in Finance, Economics, Engineering or related fields and fluency in English are