Reporting Manager

Who We Are:

• Heritage is building the Modern Investment Office, supporting prominent families globally to achieve capital enhancement and preservation.
• Our team is a diverse international group from leading organizations, committed to equal opportunities and growth.

Your Role:

• You will join a strategic Central Reporting Team at the intersection of investment, technology, and data.
• You will work directly with front-office professionals and contribute to the Wealth Monitoring & Reporting Framework.

Core Responsibilities:

• Accurately load and validate transactions and valuations, ensuring consistency with financial documentation.
• Reconcile data into consolidated Wealth Reports and cooperate with Relationship Managers across Europe.
• Support the Tech team in bank integrations and rollout of new templates, dashboards, and views.

Key Requirements:

• 5-10 years of similar experience with a master's degree in Finance, Economics, Engineering, or related fields.
• Experience reading and interpreting financial documents, including Alternative Investments.
• Strong Excel skills and ability to translate complex data into clear, impactful presentations.