UHNW Portfolio Reporting Specialist
Clinical Role 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: 13 Oct 2026
- Location: milano
- Employment Type: Permanent
- Workplace: On-site
- Category: Finanza aziendale e pianificazione strategica
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Heritage Holdings
Verified Healthcare EmployerVerified NHS trust or certified UK healthcare facility offering professional development and clinical governance.
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