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 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. Our team comprises a diverse international group of individuals from leading organizations 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.
The Portfolio Monitoring team is core to our business and sits at the intersection of investment, technology and data. You will work directly with front-office professionals, gaining exposure to portfolio construction, asset allocation and client investment strategies while becoming a key contributor to the quality of the information used in client decision-making on investments and wealth management.
One of the team's most exciting missions is to rethink how portfolio monitoring is performed. Together with our Product and Technology teams, you will contribute to the designing,



improving and scaling the Wealth Monitoring & Reporting Framework and the continuous enhancement of our proprietary new wealth management platform, a real tool for clarity and decision-making support, rather than simply a collection of numbers.
Core Responsibilities Include Accurate loading and validation of transactions and valuations into our data aggregation system ensuring consistency with financial documentation
Reconcile data into accurate consolidated Wealth Reports, delivered to UHNWI Clients, cooperating with all local Heritage Relationship Managers and Teams across Europe
Enhance Portfolio analytics by integrating it with our market data source
Support the Tech team in the integration process between banks and our data aggregation sistem, strategic portfolio management controls and data quality check as well as in contribute to the design and rollout of new templates, dashboards and views within our in-house platform
Contribute to establishing a Center of Excellence, serving as a go-to reference for the Heritage teams on portfolio monitoring standards and processes
Key Requirements Outstanding academic background with a master's degree in Finance, Economics, Engineering or related disciplines
Experience reading and interpreting

📌 Finance Analysis Director (Madrid)
🏢 Heritage Holdings
📍 Madrid