Reporting Analyst

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.

The Head of Reporting is responsible for the strategic and operational oversight of the wealth reporting processes, ensuring data quality, integrity, and consistency for both institutional and private clients. The role coordinates the development of standard templates, optimizes the use of the Addepar platform, and leads analyst and tech teams in creating structured reporting and data‑management systems. Coordinate with the Tech Team on the creation of proprietary data feeds (SFTP integration between banks and Addepar), providing functional and financial guidance

Build control dashboards to monitor errors and anomalies in online banking data flows

Support onboarding of new teams and clients, coordinating analysts to ensure accurate and timely integration of wealth data

In‑depth knowledge of financial instruments (derivatives, options, structured products) and their applications, preferably supported by a financial academic background

• Experience in wealth‑consolidation software. Experience in producing and managing reporting for institutional and private clients
• Strong understanding of data‑integrity principles and data‑quality controls
• Preferably, experience with reputable partners known for delivering customized reporting, middle‑office services and advanced data management solutions for UHNWI clients; Proven ability to manage multiple stakeholders (Family Officers, management, banks, and tech providers) and align diverse interests around shared reporting standards
• Strong prioritization skills and ability to manage multiple projects and deadlines simultaneously in a dynamic environment
• At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.