Remote Strategic Portfolio Reporting Manager

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Description

Heritage Holdings is seeking a Reporting Manager to join our Central Reporting Team, scaling with the firm’s growth.

You will work directly with front-office professionals, delivering accurate, timely, consolidated portfolio information to support wealth advisory and discretionary investment decisions for UHNWI clients.

Together with Product and Technology, you will help design, improve and scale the Wealth Monitoring & Reporting Framework and the new wealth management platform, turning data J-…

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