20 annunci per il ruolo di investment analyst - italy (recruiting in corso)

Reporting Analyst
Heritage Holdings —Milano, Lombardia
- Microsoft Excel
- Ingegneria
- Inglese
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Ariston Group —Fabriano, Marche
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Leonardo SpA —Pomigliano d'Arco, Campania
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Prometeia —Milano, Lombardia
- Remoto
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- Inglese
- Laurea magistrale
IT Control Financial Analyst
Case New Holland Industrial —Torino, Piemonte
- Tempo pieno
- Microsoft Excel
- Gestionale
- Sistemi ERP
Analyst, Real Estate Valuation Services
Kroll —Agrate Brianza, Lombardia
- Tempo pieno
- Microsoft Word
- Microsoft Excel
- Ingegneria
SAP FUNCTIONAL ANALYST - Industrial Operations
ICT —Fabriano, Marche
- Tempo pieno
- Inglese
- Competenze analitiche
- Laurea triennale
Intern, Capital Advisory
lincoln international —Milano, Lombardia
- Tempo pieno
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13 giorni
Analyst I Financial Planning (Italy) 10 Months FIXED TERM
Cordis —Padova, Veneto
- Tempo pieno
- Remoto
- Microsoft Excel
- Inglese
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Technology Support Analyst
Latham & Watkins LLP —Milano, Lombardia
- Tempo pieno
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Convenzioni aziendali
CIO Italy Investment Specialist
UniCredit S.p.A —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Inglese
7 giorni
FP&A Specialist Italy & Greece - Allergan Aesthetics
Allergan Aesthetics —Roma, Lazio
- 46.300 € - 73.500 € all'anno
- Tempo pieno
- Microsoft Excel
- Inglese
- Microsoft Office
8 giorni
Business Analyst Software Delivery Analysis
Prometeia —Milano, Lombardia
- Remoto
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- Laurea magistrale
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Senior Finance Analyst
DAZN —Milano, Lombardia
- Tempo pieno
- Inglese
Candidatura rapida
Market Analyst (m/f/d) - Critical Raw Materials Facility
EIT RawMaterials —Roma, Lazio
- Tempo pieno
- Remoto
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- Time management
Marketing analyst - Internship
Rome Business School —Roma, Lazio
- 600 € - 650 € al mese
- Part-time
- Microsoft Excel
- Gestionale
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Candidatura rapida
7 giorni
Strategic Finance Analyst
Prima —Milano, Lombardia
- Microsoft Excel
- Inglese
- Competenze analitiche
Candidatura rapida
Marketing Director
Matica Fintec —Torino, Piemonte
- 75.000 € - 110.000 € all'anno
- Tempo pieno
- Gestionale
- Capacità di presentazione
- Laurea triennale
- Parcheggio libero
- Assicurazione sanitaria
Candidatura rapida
1 giorno
Business Analyst EMEA
Arrow Electronics, Inc. —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Oracle
- Microsoft Outlook

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di investment analyst nella seguente località: italy

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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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Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di investment analyst nella seguente località: italy

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