Wealth Management Internship

France·Parisentry

OperationsManagement

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Quick Summary

Key Responsibilities

Client and Portfolio Reporting Support with preparing monthly and quarterly consolidated reports for client portfolios, including performance and asset allocation. Help in the collection, validation,

Technical Tools

OperationsManagement

Responsibilities

~1 min read

Support with preparing monthly and quarterly consolidated reports for client portfolios, including performance and asset allocation.
Help in the collection, validation, and consolidation of data from custodians, fund administrators, life insurance platforms, and internal systems.
Assist the team with reviewing reconciliation breaks and liaising with custodian banks and administrators to help resolve discrepancies.

Support the team with portfolio monitoring and ad hoc data analysis.
Assist with coordinating the exchange of timely and accurate information with custodian banks, life insurance companies, fund administrators, and other stakeholders.
Provide support with subscription and redemption requests, including documentation checks and communications with relevant parties.
Collaborate with the team in maintaining and updating client profiles and KYC, AML, and suitability documentation in line with regulatory requirements.
Help the coordination of communications between clients and relevant parties, including banks, fund managers, and insurance providers, and help organize related documentation.

Outstanding academic background with a master’s degree in Finance, Economics, Engineering, or a related discipline
Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
Experience with portfolio management or fund accounting systems is a plus
Tech-savvy, with a strong interest in exploring new technologies
Knowledge of financial instruments and investment operations acquired through academic studies
Tools specific to wealth management reporting are considered a plus
Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
Strong Excel skills
Highly motivated and proactive, with a hands-on attitude
Excellent organizational and analytical skills, with strong attention to detail
Effective communicator with a collaborative and multicultural mindset
Ability to manage multiple priorities and deadlines in a dynamic environment
Fluent in English and Italian
Available for a 6-month internship starting in January 2027
Location: Paris

What We Offer

~1 min read

A paid internship in the heart of Paris lasting six enriching months, will help shape you into a well-rounded professional. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team-building events.

Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!

At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.

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