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 BUSINESS ANALYST/ASSOCIATE

We are looking for a Business Analyst/Associate (depending on seniority) to join our team. This role will play a key part in

supporting the start-up of our Paris office, a new and growing hub within our global organization.

The successful candidate will be instrumental in driving and implementing the integration of the Paris office with our central

Technology, Operations, and Investing teams, currently based across Milan and London.

The role will directly contribute and have an impact to the launch of the new office, working in close collaboration with

international teams and playing a central role in establishing efficient processes, data flows, and cross-office collaboration.

CORE RESPONSIBILITIES INCLUDE:

Client and Portfolio Reporting

Prepare and deliver weekly, monthly, and quarterly consolidated reports for client portfolios, including performance,

allocation, and risk analysis

Collect, validate, and consolidate data from multiple sources (custodians, fund administrators, life insurance platforms,

internal systems)

Contribute to the development, improvement and enhancement of automated reporting tools, automation initiatives and dashboards

in collaboration with the Tech team

Contribute to the collection and preparation of data for monthly and quarterly consolidated family reports

Portfolio Operations and Reconciliation

Perform daily trade and position reconciliations and weekly NAV reconciliations for internally managed funds
Support portfolio risk and performance reporting processes
Investigate and resolve reconciliation breaks with custodian banks and administrators

Coordination and Support

Support the Investment team in portfolio monitoring, trade execution follow-up, and ad-hoc data analysis.
Liaise with different stakeholders to ensure timely and accurate information exchange (custodian banks, life insurance

companies, and fund administrators, etc.)

Assist with subscription and redemption requests, ensuring proper documentation and communication with all relevant parties
Maintain and update client profiles, including KYC, AML, and suitability documentation in accordance with regulatory

requirements

Key Requirements

Outstanding academic background with master’s degree in Finance, Economics, or a related discipline
1-3 years of experience in a FinTech/technology-based environment or multi-family office, private bank, asset manager, fund

administrator

Knowledge of financial instruments and investment operations acquired through academic studies
Experience with portfolio management or fund accounting systems is a plus
Tech-savvy with a strong interest in exploring new technologies
Tools specific to wealth management reporting is considered a plus
Familiarity with data automation tools (VBA, Power BI, or Python) is considered as 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 and French

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.

Role

Business Analyst/Associate

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