20 annunci per il ruolo di management reporting analyst - milano, lom (recruiting in corso)

Reporting Analyst
Heritage Holdings —Milano, Lombardia
- Microsoft Excel
- Ingegneria
- Inglese
Corporate Management Reporting Analyst
MAPEI —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Inglese
- Laurea triennale
- Assicurazione sanitaria
13 giorni
Corporate Management Reporting Analyst
MAPEI Corporation —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Inglese
- Laurea triennale
- Assicurazione sanitaria
13 giorni
BUSINESS ANALYST AND REPORTING
GERI HDP SRL —Milano, Lombardia
- 25.000 € - 33.000 € all'anno
- Dal lunedì al venerdì
Service Operations Control Analyst
Canon —Milano, Lombardia
- Tempo pieno
- Sistemi ERP
- Inglese
- SQL
Data Analyst
BizAway —Milano, Lombardia
- 35.000 € - 40.000 € all'anno
- Tempo pieno
- Remoto
- Ingegneria
- Inglese
- Capacità di presentazione
PMO | Finance & Governance
Lutech Group —Milano, Lombardia
- Microsoft Powerpoint
- Microsoft Excel
- Inglese
Candidatura rapida
Data Analyst - Supply Chain
Kanadevia Inova —Milano, Lombardia
- 53.000 € all'anno
- Tempo pieno
- Remoto
- Gestionale
- Inglese
- SQL
Candidatura rapida
Hedge Fund Research Analyst
Heritage Holdings —Milano, Lombardia
- Inglese
- Competenze analitiche
Internship Purchasing - Sustainability & Compliance Project Analyst
Pirelli —Milano, Lombardia
- Ingegneria
- Inglese
- Microsoft Office
Business Analyst EMEA
Arrow Electronics, Inc. —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Oracle
- Microsoft Outlook
Data Analyst - Procurement
ION —Milano, Lombardia
- Tempo pieno
- Parzialmente remoto
- Microsoft Excel
- Gestionale
- Ingegneria
Transformation Office Analyst
Prysmian Group —Milano, Lombardia
- Microsoft Powerpoint
- Microsoft Excel
- Gestionale
- Congedo parentale
CRM Specialist – Business Analyst
DIGI ITALY —Milano, Lombardia
- Gestionale
- Marketing
- Servizio clienti
Operations Performance Analyst
Allianz —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Gestionale
- Inglese
Pricing Analyst
Thermo Fisher Scientific —Milano, Lombardia
- Tempo pieno
- Microsoft Powerpoint
- Microsoft Excel
- Gestionale
Finance Planning & Analysis Specialist (All genders welcome)
Kia Italy —Milano, Lombardia
- 31.860 € - 42.480 € all'anno
- Tempo pieno
- Remoto
- Inglese
- Microsoft Office
- Laurea triennale
Candidatura rapida
Financial Analyst Intern
Marsh —Milano, Lombardia
- Tempo pieno
- Remoto
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
8 ore
Marketing Data Analyst
Allianz —Milano, Lombardia
- Tempo pieno
- Marketing
Elite - Business Data Analyst
Euronext —Milano, Lombardia
- Tempo pieno
- Microsoft Excel
- Gestionale
- Inglese

Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di management reporting analyst nella seguente località: milano, lom

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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.

Candidati adesso

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Data Analyst - Procurement

Transformation Office Analyst

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Voglio ricevere gli ultimi avvisi Job Alert per il ruolo di management reporting analyst nella seguente località: milano, lom

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