Heritage is seeking a Reporting Intern to support wealth-reporting activities. This involves manually loading transactions and valuations into Addepar, ensuring data accuracy and consistency, and collaborating with the Tech Team during data-integration phases. The intern will also contribute to creating basic formulas and attributes in Addepar without requiring programming.
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wealth management
Heritage is the Modern Investment Office. Built by families and entrepreneurs, for families and entrepreneurs. We are on a mission to transform investing for families, entrepreneurs, and leading advisors, through modern tech, superior portfolio construction, and access to top alternative assets.