Remote Strategic Portfolio Reporting Manager
Role Description & Technical Scope
Heritage Holdings is seeking a Reporting Manager to join our Central Reporting Team, scaling with the firm’s growth. You will work directly with front-office professionals, delivering accurate, timely, consolidated portfolio information to support wealth advisory and discretionary investment decisions for UHNWI clients.
Together with Product and Technology, you will help design, improve and scale the Wealth Monitoring & Reporting Framework and the new wealth management platform, turning data
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Key Details
- Date Posted: 23 Oct 2026
- Location: almería
- Employment: Permanent
- Workplace: Hybrid
- Domain: General
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Heritage Holdings
Verified Tech EmployerEnterprise technology firm or security consultancy operating across the UK digital defense ecosystem.
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