Description
Heritage is hiring a Client Portfolio Reporting Associate to monitor and reconcile consolidated wealth portfolios for ultra-high-net-worth clients across equities, bonds, alternative investments, certificates, derivatives, and structured products. The role owns data consistency between bank transaction sources and the company’s data aggregation platform, resolves reporting discrepancies, supports client onboarding and platform adoption, coordinates with Relationship Managers, Data Analysts, Data Engineering, banks, and asset managers, and contributes to transaction and valuation loading during onboarding. The position requires a master’s degree in Finance, Economics, Engineering, or a related discipline, 2–5 years of relevant experience, strong Excel and analytical skills, and fluency in French and English; it is based in Milan or London.
