Heritageholdings~1mo ago

Reporting Analyst

Milan,Milanmid

Finance & AccountingOtherData AnalystDataReporting Analyst

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Quick Summary

Overview

Who We Are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.

Technical Tools

excel

Responsibilities

~1 min read

→Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines
→1-3 years’ experience in similar roles
→Experience reading and interpreting account statements, bank reports, wealth reports, and financial documents related to capital calls, distributions, and NAVs of alternative funds (MOIC, TVPI, etc.)
→Experience with cash and debt position reconciliation
→Preferably, experience in consulting firms (KPMG, PwC, etc.) in Asset Management, wealth management, family office or fund audits
→Tech-savvy with a strong interest in exploring new technologies
→Tools specific to wealth management reporting 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

Location: Milan

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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