Reporting Manager (Fully Remote)

Heritage; United States; Remote; USD 110,000 - 160,000; Full time

Job summary

Heritage is building a modern investment office to support prominent families globally, delivering capital enhancement and preservation through institutional-grade sourcing and personalized portfolio construction. The Central Reporting Team partners with front-office professionals to drive Wealth Monitoring & Reporting Framework across regions.

You will load and validate transactions, reconcile data into Wealth Reports, and collaborate with Relationship Managers in Europe while supporting

Qualifications

• 5-10 years of similar experience with a master's degree in Finance, Economics, Engineering, or related fields.
• Experience reading and interpreting financial documents, including Alternative Investments.
• Strong Excel skills and ability to translate complex data into clear, impactful presentations.

Responsibilities

• Load and validate transactions and valuations, ensuring consistency with financial documentation.
• Reconcile data into consolidated Wealth Reports and collaborate with Relationship Managers across Europe.
• Support the Tech team in bank integrations and rollout of new templates, dashboards, and views.

Skills

Strong Excel skills

Data presentation

Education

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

Job description

• Heritage is building the Modern Investment Office, supporting prominent families globally to achieve capital enhancement and preservation.
• Our team is a diverse international group from leading organizations, committed to equal opportunities and growth.

Your Role:

• You will join a strategic Central Reporting Team at the intersection of investment, technology, and data.
• You will work directly with front-office professionals and contribute to the Wealth Monitoring & Reporting Framework.

Core Responsibilities:

• Accurately load and validate transactions and valuations, ensuring consistency with financial documentation.
• Reconcile data into consolidated Wealth Reports and cooperate with Relationship Managers across Europe.
• Support the Tech team in bank integrations and rollout of new templates, dashboards, and views.

Key Requirements:

• 5-10 years of similar experience with a master's degree in Finance, Economics, Engineering, or related fields.
• Experience reading and interpreting financial documents, including Alternative Investments.
• Strong Excel skills and ability to translate complex data into clear, impactful presentations.

Heritage

Heritage is building a modern investment office, supporting prominent families globally to achieve capital enhancement and preservation through institutional-grade sourcing and personalized portfolio construction. The team is a diverse international group of over 15 nationalities from leading organizations, committed to attracting top talent and providing growth opportunities.