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FinTech

Wealth Analytics & Portfolio Monitoring Analyst

Job in Milan, Lombardy, Italy
Listing for: Heritage Holdings
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    FinTech
Salary/Wage Range or Industry Benchmark: 55000 - 75000 EUR Yearly EUR 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Heritage is seeking a Portfolio Monitoring Analyst to join the Central Reporting Team in Milan. You will work at the intersection of investment, technology and data to provide accurate portfolio information for wealth advisory and discretionary services to UHNWI clients.

You will collaborate with front-office professionals and product/tech teams to design, improve and scale the Wealth Monitoring & Reporting Framework, contributing to new templates, dashboards and views on our in-house platform.
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