Reporting Manager

Remote, Worldwide

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 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.

Your role as Reporting Manager

We are looking for a Reporting Manager to join our strategic Central Reporting Team, a recent established team that is scaling rapidly alongside Heritage's strong growth. The Portfolio Monitoring team is core to our business and sits at the intersection of...