Reporting Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Heritage Distribution Holdings

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏥 Healthcare

📦 Logistics

🛒 Retail

Healthcare • Logistics • Retail

Heritage Distribution Holdings is the fastest-growing HVAC/R distributor in the US. With a focus on being the market leader in each local geography, HDH is expanding its footprint by partnering with businesses that share a tenacious commitment to customers, employees, and suppliers. From after-hours emergency service to stocking our customer’s warehouses, the HDH family is fully invested in being the critical link in the supply chain that enables people to live healthier and more comfortable lives. Heritage Distribution Holdings comprises a growing group of market-leading HVAC/R distribution companies, each with its unique history and culture.

📋 Description

• Load and validate transactions and valuations into the data aggregation system, ensuring consistency with financial documentation • Reconcile data into accurate consolidated Wealth Reports for UHNWI clients • Cooperate with Heritage Relationship Managers and teams across Europe • Enhance portfolio analytics by integrating them with the market data source • Support the Tech team with integrations between banks and the data aggregation system • Support strategic portfolio management controls and data quality checks • Contribute to designing and rolling out new templates, dashboards, and views in the in-house platform • Help establish a Center of Excellence for portfolio monitoring standards and processes • Work with front-office professionals on portfolio construction, asset allocation, and client investment strategies • Contribute with Product and Technology teams to improve and scale the Wealth Monitoring & Reporting Framework and proprietary wealth management platform

🎯 Requirements

• Master's degree in Finance, Economics, Engineering or related disciplines • 5–10 years’ experience in similar roles • Experience reading and interpreting account statements, bank reports, wealth reports, and financial documents related to Alternative Investments • Experience with cash and debt position reconciliation • Preferably, experience in Asset Management, wealth management, family office, fund audits or consulting firms (KPMG, PwC, etc.) in a complementary role • Tech-savvy with a strong interest in exploring new technologies • Tools specific to wealth management reporting are considered a plus • Strong Excel skills • Strong ability to translate complex data into clear and impactful presentations • Excellent organizational and analytical skills, with strong attention to detail • Effective communicator with a collaborative and multicultural mindset • Highly motivated and proactive, with a hands-on attitude • Ability to manage multiple priorities and deadlines in a dynamic and fast-growing environment • Fluent in English

🏖️ Benefits

• Opportunities for growth and development based on individual strengths and interests • Equal opportunities and bias-conscious hiring process • International and multicultural team environment