Wealth Management Internship

About the role

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 We are looking for a Business Analyst intern to join our team. This role will play a key part in supporting the Milan office . 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 Support portfolio risk and performance reporting processes Investigate and resolve reconciliation breaks with custodian banks and administrators Coordination and Support Support the team in portfolio monitoring 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. Who we are looking for Outstanding academic background with a master's degree in Finance, Economics, Engineering, or a related discipline Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus Experience with portfolio management or fund accounting systems is a plus Tech-savvy, with a strong interest in exploring new technologies Knowledge of financial instruments and investment operations acquired through academic studies Tools specific to wealth management reporting are considered a plus Familiarity with data automation tools (VBA, Power BI, or Python) 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 and Italian Available for a 6-month internship starting in June 2026

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