Reporting Manager
Heritage Holdings · Finance · Senior · 27d ago
Anyone, anywhere in the world can apply.
AI review: Checked the employer's own posting (https://job-boards.eu.greenhouse.io/heritageholdings/jobs/5003467101). Evidence: "Location : Remote work is fine, but being based at a Heritage office is a plus."
Applies on the original listing · via Himalayas
Who can apply
Read straight from the listing, so you know before you spend time on it.
Anyone, anywhere in the world can apply.
“Location : Remote work is fine, but being based at a Heritage office is a plus.”
Central function operating across European offices with an international remote-friendly team.
- Async-first
- The listing doesn't promise async-first working.
- Contractor / B2B
- No mention of hiring international contractors or invoicing.
- Global stipend
- No home office or equipment budget mentioned.
- Annual retreat
- No company-paid get-togethers mentioned.
Read from the listing automatically. Always confirm the details with the company before you accept an offer.
About the role
As a Reporting Manager in the strategic Central Reporting Team, you will sit at the intersection of investment, technology, and data. You will collaborate with front-office professionals and Relationship Managers across Europe to ensure accurate, timely, and consolidated portfolio information is delivered to UHNWI clients. Additionally, you will partner with Product and Tech teams to refine the proprietary wealth management platform and establish a Center of Excellence for portfolio monitoring standards.
What you'll do
- Load and validate transactions and valuations into the data aggregation system, ensuring consistency with financial documentation
- Reconcile data into accurate consolidated Wealth Reports delivered to UHNWI clients across European teams
- Enhance portfolio analytics through integration with market data sources
- Support tech integrations between banks and data aggregation systems, ensuring data quality checks and designing dashboard views
- Contribute to establishing a Center of Excellence for portfolio monitoring standards and processes
What you bring
- Master's degree in Finance, Economics, Engineering, or related disciplines
- 5–10 years of experience in similar portfolio monitoring or reporting roles
- Experience reading and interpreting account statements, bank reports, wealth reports, and Alternative Investment documents
- Demonstrated experience with cash and debt position reconciliation
- Advanced Excel skills and tech-savviness with wealth management reporting tools
- Fluency in English with strong analytical and communication skills
About Heritage Holdings
Heritage Holdings is building the Modern Investment Office, providing prominent families globally with institutional-grade investment sourcing, customized portfolio construction, and cutting-edge technology.
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