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Wealth Monitoring & Reporting Analyst

Job in Milan, Lombardy, Italy
Listing for: Altro
Full Time position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Analyst
Salary/Wage Range or Industry Benchmark: 45000 - 65000 EUR Yearly EUR 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Heritage Holdings is building the Modern Investment Office and expanding its Central Reporting Team in Europe. A Portfolio Monitoring Analyst will support wealth management with accurate, timely consolidated portfolio information to help advisory and discretionary services for UHNWI clients.
You will work with front-office professionals on portfolio construction, asset allocation, and client investment strategies, contributing to the quality of information used in decision making.

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