HE

UHNW Portfolio Reporting Specialist

Heritage Holdings milano Posted 23 Oct 2026 Closing: 22 Nov 2026
Permanent
Competitive
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Job Description & Overview

Heritage Holdings in Milan (Italy) is seeking a Client Portfolio Reporting Associate to join our Central Reporting Team. The role focuses on portfolio monitoring, data consistency across data sources, and producing client reports for UHNW portfolios.
You will work with Relationship Managers and Technology teams to ensure accurate, timely reporting. The ideal candidate has a Master's degree in Finance or Economics (or related) and 2–5 years in portfolio reporting or wealth management, with strong
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Key Details
  • Date Posted: 23 Oct 2026
  • Location: milano
  • Employment Type: Permanent
  • Category: General
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Employer Information
HE
Heritage Holdings
Verified Transport Employer

Verified transport and logistics firm operating commercial fleets across the UK network.

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