Portfolio Monitoring Analyst

In breve

Heritage is creating a Modern Investment Office that supports some of the world's most prominent families in preserving and growing their wealth. The firm blends institutional‑grade investment sourcing, bespoke portfolio construction, advanced technology and deep sector expertise to make private‑market opportunities more transparent and actionable. The Portfolio Monitoring Analyst will sit in the newly‑formed Central Reporting Team, a core function that bridges investment, technology and data across Heritage's European offices and supplies Relationship Managers with accurate, consolidated portfolio information for ultra‑high‑net‑worth clients. In this role you will be responsible for loading and validating transaction and valuation data into the company's aggregation system, ensuring it matches the underlying financial documentation. You will reconcile this data into comprehensive Wealth Reports for clients, working closely with local Relationship Managers throughout Europe. Enhancing portfolio analytics by linking market data, supporting the technology team in bank‑integration projects, and helping design new templates, dashboards and views for the in‑house platform are also key tasks. Additionally, you will help build a Center of Excellence that becomes the go‑to reference for portfolio‑monitoring standards and processes across the organization. The position requires a strong academic record, specifically a master's degree in Finance, Economics, Engineering or a related field. Candidates should have between one and three years of experience in comparable roles, with proven ability to read and interpret account statements, bank reports, wealth reports and other documents related to alternative investments. Experience in cash and debt reconciliation, as well as exposure to asset‑management, family‑office, fund‑audit or consulting environments (e.g., KPMG, PwC) is preferred. Technical aptitude is essential; the role calls for strong Excel skills, the ability to translate complex data into clear presentations, and a keen interest in new technologies. Excellent organizational, analytical and communication abilities, a collaborative multicultural mindset, and fluency in English are also required. Nice‑to‑have attributes include familiarity with wealth‑management reporting tools, prior work in asset‑management or family‑office settings, and a proactive, hands‑on attitude that thrives in a fast‑growing environment. The position is based in Milan, where Heritage's diverse team of over 15 nationalities operates entirely in English. The company emphasizes equal‑opportunity hiring, with a dedicated Hiring Committee to mitigate bias, and offers a dynamic setting where you can grow alongside a rapidly scaling business. What the role asks for: - Master's degree in Finance, Economics, Engineering or related field - 1‑3 years' experience in similar portfolio monitoring roles - Experience reading and interpreting alternative‑investment documents - Cash and debt position reconciliation experience - Prior exposure to asset management, wealth management or fund audit firms - Strong Excel proficiency - Ability to create clear, impactful data presentations - Fluent English communication skills - Nice‑to‑have: familiarity with wealth‑management reporting tools - Nice‑to‑have: proactive, hands‑on attitude in fast‑growing environments