Heritage Distribution Holdings

Manager

• Load and validate transactions and valuations into the data aggregation system, ensuring consistency with financial documentation
• Reconcile data into accurate consolidated Wealth Reports for UHNWI clients
• Cooperate with Heritage Relationship Managers and teams across Europe
• Enhance portfolio analytics by integrating them with the market data source
• Support the Tech team with integrations between banks and the data aggregation system
• Support strategic portfolio management controls and data quality checks
• Contribute to designing and rolling out new templates, dashboards, and views in the in-house platform
• Help establish a Center of Excellence for portfolio monitoring standards and processes
• Work with front-office professionals on portfolio construction, asset allocation, and client investment strategies
• Contribute with Product and Technology teams to improve and scale the Wealth Monitoring & Reporting Framework and proprietary wealth management platform

Explore Reporting Manager at Heritage Distribution Holdings. Review requirements and application details.