Wealth Reporting Analyst: Addepar Data & Reconciliation
Job in
20029, Turbigo, Lombardia, Italy
Listed on 2026-06-19
Listing for:
Heritage Holdings
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Heritage Holdings in Milan is looking for a Reporting Analyst to support wealth-reporting activities by ensuring data accuracy and collaboration with the Tech Team for integration with Addepar. The ideal candidate holds a master’s degree in Finance or a related field and has 1-3 years of experience.
The role includes manual data entry, reconciliation processes, and the standardization of reports. A proactive attitude and strong Excel skills are essential, and all communications will be conducted in English.
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