20 annunci per il ruolo di data analyst - pero, lom (recruiting in corso)

Reporting Analyst
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- Microsoft Excel
- Ingegneria
- Inglese
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- Azure
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SDG Group —Milano, Lombardia
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- Inglese
- SQL
- AWS
- Assicurazione sanitaria
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Energent —Milano, Lombardia
- 33.000 € - 43.000 € all'anno
- Tempo pieno
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Itway —Milano, Lombardia
- Microsoft Excel
- Sistemi ERP
- Microsoft Office
Social Data Analyst
OneDay Group —Milano, Lombardia
- 33.000 € - 35.000 € all'anno
- Tempo pieno
Candidatura rapida
Data Analyst con SQL
Onyx Technology S.r.l —Milano, Lombardia
- Tempo pieno
- Inglese
- SQL
Candidatura rapida
Business Analyst - Internship (m/f/d)
Enpal —Milano, Lombardia
- 770.000 € all'anno
- Tempo pieno
- Microsoft Excel
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- Laurea triennale
Candidatura rapida
10 giorni
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ING Bank —Milano, Lombardia
- Remoto
- Competenze analitiche
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Software Partner Italia —Milano, Lombardia
- Tempo pieno
- Inglese
- SQL
- AWS
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Sisal —Milano, Lombardia
- Tempo pieno
- Medicina
- Microsoft Excel
- Oracle
Internship Purchasing - Sustainability & Compliance Project Analyst
Pirelli —Milano, Lombardia
- Ingegneria
- Inglese
- Microsoft Office
SENIOR DATA ANALYST
A2A S.p.A. —Milano, Lombardia
- Tempo pieno
- Remoto
- Ingegneria
- Microsoft Office
- Laurea magistrale
- Partecipazione azionaria
10 giorni
Business Analyst
Intesa Sanpaolo Group —Milano, Lombardia
- Da 45.000 € all'anno
- Inglese
- Microsoft Office
- Project management
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6 giorni
Junior Risk Monitoring Analyst (100% Remote - CET Timezone)
Bitfinex —Milano, Lombardia
- Tempo pieno
- Remoto
- SQL
- Laurea triennale
- Python
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BIP - Business Integration Partners —Milano, Lombardia
- Remoto
- Microsoft Excel
- Microsoft Access
- Azure
- Assicurazione sanitaria
ECM Analyst Mid Cap
Intesa Sanpaolo Group —Milano, Lombardia
- Da 48.000 € all'anno
- Microsoft Powerpoint
- Microsoft Excel
- Inglese
- Assicurazione sanitaria
Junior AI Analyst – Corporate & Government
Prometeia —Milano, Lombardia
- Remoto
- Gestionale
- Inglese
- Laurea magistrale
Junior Data Analyst / Data Scientist
DILS srl —Milano, Lombardia
- Microsoft Excel
- Python
Candidatura rapida
Senior Data Analyst
IRI Italy —Milano, Lombardia
- Tempo pieno
- Microsoft Powerpoint
- Microsoft Excel
- Inglese
Candidatura rapida

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Reporting Analyst

Heritage Holdings -
Milano, Lombardia

Candidati adesso

Dettagli della posizione

Qualifiche

Microsoft Excel
Ingegneria
Inglese
Laurea magistrale
Competenze analitiche

Descrizione completa della posizione

Who We Are

Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.

Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.

Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.

Your role as Reporting Analyst

We are looking for a Reporting Analyst to join our team. The Reporting Analyst supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.

Core responsibilities include:

Manual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation
Support reconciliation activities, including verification and balancing of uploaded data
Collaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated)
Enter historical transactions prior to a new client’s connection and monitor/adjust online-bank transactions even in an integrated setup
Support the creation of basic formulas and attributes in Addepar (no programming required)

Key Requirements

Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines
1-3 years’ experience in similar roles
Experience reading and interpreting account statements, bank reports, wealth reports, and financial documents related to capital calls, distributions, and NAVs of alternative funds (MOIC, TVPI, etc.)
Experience with cash and debt position reconciliation
Preferably, experience in consulting firms (KPMG, PwC, etc.) in Asset Management, wealth management, family office or fund audits
Tech-savvy with a strong interest in exploring new technologies
Tools specific to wealth management reporting is considered a plus
Strong Excel skills
Highly motivated and proactive, with a hands-on attitude
Excellent organizational and analytical skills, with strong attention to detail
Effective communicator with a collaborative and multicultural mindset
Ability to manage multiple priorities and deadlines in a dynamic environment
Fluent in English

Location: Milan

At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.

By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.

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