Who we are 🚀

At Heritage, talent is our single greatest advantage. We are building a team of exceptional individuals who operate with the highest standards of rigor, performance, and ambition. We believe exceptional outcomes come from small teams with high ownership, rigorous judgment, and an uncompromising bar for quality. Our team brings together individuals from leading institutions across investing, technology, consulting, and professional services, united by the ambition to build one of the defining investment institutions of our time.

Heritage is the Modern Investment Office - built by families and entrepreneurs, for families and entrepreneurs. Our mission is to fundamentally transform how wealth is invested and managed by combining institutional-grade investment expertise, proprietary technology, and a curated global network.

Today, Heritage oversees approximately €3.5 billion in assets, operates across offices in Milan, London, and Paris, and is trusted by some of the most prominent families and entrepreneurs globally.

We combine top-tier institutional investing with proprietary technology and a highly curated network. Our investment platform spans private markets and public markets, combining institutional-grade due diligence with long-term portfolio construction. Our technology provides partners with full visibility and control over their portfolios, bringing the clarity and rigor needed for informed decision-making. This is complemented by an exclusive community of families and entrepreneurs that we bring together through curated introductions and regular gatherings - creating unique access to opportunities and insight, and enduring partnerships.

Your role 💼

As a Senior Talent Acquisition Specialist, you will play a central role in shaping Heritage’s trajectory by identifying, attracting, and closing the individuals who will define our future. You will operate as a strategic partner to founders and senior leadership, driving critical hiring initiatives and ensuring we build a high-performing, cohesive, and ambitious team.

Key Responsibilities:

• Own end-to-end hiring for strategically critical roles.
  Lead searches across engineering, product, security, data, and infrastructure, from role definition through offer acceptance, ensuring a rigorous and efficient process.
• Partner closely with senior leadership to define and execute hiring strategy.
  Work with founders and hiring managers to clarify role scope, define success profiles, and align hiring decisions with the company’s long-term objectives.
• Design and execute targeted sourcing strategies for high-impact roles.
  Proactively identify and engage exceptional candidates through structured sourcing, referrals, and direct outreach, with a strong focus on quality and relevance.
• Drive hiring across multiple geographies.
  Operate effectively across international talent markets, navigating differences in candidate expectations, compensation benchmarks, and competitive dynamics.
• Ensure a high-quality and rigorous hiring process.
  Deliver an outstanding candidate experience while maintaining a strong talent bar, ensuring thoughtful, consistent, and well-calibrated evaluation.

 What we are looking for 🔎

To thrive in this role, you'll need a strong foundation in recruitment best practices combined with initiative and excellent interpersonal skills. We're seeking someone with:

• Proven Recruitment Experience: At least 4 years of experience recruiting Executive profiles, in fast-moving, high-growth environments.
• Full-Cycle Recruitment Expertise: Proven ability to independently manage the end-to-end recruitment lifecycle, from defining requirements and sourcing through to offer negotiation and closing.
• Demonstrated ability to adapt to and influence a wide range of stakeholders, from technical leaders to business partners.
• Deep understanding of recruiting strategies and market dynamics in competitive talent landscapes.
• Excellent written and verbal communication skills, with the ability to engage and influence diverse audiences.

What we offer 🔥

• Competitive compensation: We offer a highly competitive compensation package reflecting the importance and seniority of this role.
• A central role in building an elite organization: You will play a key role in shaping Heritage by hiring the individuals who will define our future. This is a high-impact position with direct visibility from founders and senior leadership, where your work will materially influence the company’s trajectory, performance, and culture.
• An exceptional team and environment: You will work alongside highly talented professionals from leading global institutions such as Carlyle, CD&R, McKinsey, Bain, Goldman Sachs, and top technology companies. We operate with a high talent bar, intellectual rigor, and a strong focus on excellence.
• High ownership and strategic scope: You will partner closely with senior leadership to define hiring strategy and execute critical searches across engineering, product, and leadership roles. You will have significant autonomy and the opportunity to operate as a strategic partner rather than a transactional recruiter.
• Exposure to a unique intersection of finance and technology:Heritage combines institutional investment expertise with cutting-edge technology. You will help build teams across both domains, gaining exposure to complex, high-impact roles in a fast-scaling environment.
• International scope and strong culture: You will operate in a diverse, international team representing 15+ nationalities, with hiring across multiple geographies. We foster a collaborative and ambitious culture, supported by regular team offsites and opportunities to build strong relationships.

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 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 as Investment Lab Associate

As the first hire into our newly formed Investment Portfolio Lab, a central team that sits at the intersection of investment thinking, strategic communication, and business development execution, you will own the end-to-end process of producing investment analysis and client-facing materials (deep portfolio analysis and clear optimization proposals) that support Heritage's business development across all group jurisdictions.

You will act as the connective tissue between Portfolio Management, Strategy, and Client-facing teams, ensuring every pitch, presentation, and portfolio review reflects the quality our clients expect.

Core Responsabilities Include

• Client materials & storytelling: Own the production of high-quality presentation decks, translating complex investment analysis into clear, compelling narratives for UHNWI prospects and existing clients.
• Project management & coordination: Act as project manager for each pitch or portfolio review, defining timelines, aligning stakeholders, managing inputs, and ensuring delivery across multiple concurrent workstreams.
• Portfolio analysis & optimisation: under the guidance of portfolio managers, lead analysis of existing and prospective client portfolios across asset classes, custodians, and jurisdictions. Develop allocation optimisation proposals and build a rigorous, repeatable analytical framework.
• Team building: As Lab founder, contribute to defining the operating model, processes, and culture and over time help identify, onboard, and mentor junior members.

Key Requirements

• Outstanding academic background Master's in Finance, Economics, or a related quantitative discipline; CFA Level I or above is a strong plus, CAIA is highly valued
• 5–10 years of experience in MBB/Tier 2 strategy consulting (with a financial services focus), investment banking (Coverage/M&A), or private banking/wealth management
• Demonstrable track record of producing highly customised PowerPoint documents, pitch books, portfolio reviews, investment proposals, to a high standard of both analytical rigour and visual storytelling
• Proven ability to analyse multi-asset portfolios including alternative and illiquid asset classes (private equity, private credit, real assets, hedge funds)
• Advanced PowerPoint and strong Excel skills; familiarity with Bloomberg or equivalent is a plus
• Exceptional storytelling ability: turning complex portfolio analysis into simple, compelling narratives that sophisticated clients can act on
• Strong project management under pressure: running multiple workstreams, managing upward and laterally, delivering on time without sacrificing quality
• High autonomy and ownership mindset someone who sets their own agenda and executes without being managed
• 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
• Fluent in English

Location: Milan

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.

Your role

Who we are looking for 

What's in Store for You

• Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organisations, such as McKinsey, JP Morgan, Carlyle , etc.
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
• Meet the team at fun offsites every quarter!

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 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 Reporting Intern to join our team. The Reporting Intern supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.

Core responsibilities include:

• Manual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation
• Support reconciliation activities, including verification and balancing of uploaded data
• Collaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated)
• Enter historical transactions prior to a new client’s connection and monitor/adjust online-bank transactions even in an integrated setup
• Support the creation of basic formulas and attributes in Addepar (no programming required)

Key Requirements 

• Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines
• Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
• Tech-savvy with a strong interest in exploring new technologies
• Tools specific to wealth management reporting 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
• Available for a 6-month internship starting in May 

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

What we offer 

A paid internship in the heart of Milan lasting six enriching months, will help shape you into a well-rounded professional. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team-building events.

Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!

Hiring Process

The hiring process at Heritage includes the following stages:

• CV Screening 
• English and Critical Thinking Assessment 
• Cultural Fit Interview 
• Technical Interview 
• Logic & Attitude Assessment 
• Final Interview with the Department Manager
• Offer

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 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 as Reporting Analyst

We are looking for a Reporting Analyst to join our team. The Reporting Analyst supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.

Core responsibilities include:

• Manual loading of transactions and valuations into Addepar, ensuring data accuracy and consistency with financial documentation
• Support reconciliation activities, including verification and balancing of uploaded data
• Collaborate with the Tech Team during the integration process between banks and Addepar (often lengthy, especially with banks not yet integrated)
• Enter historical transactions prior to a new client’s connection and monitor/adjust online-bank transactions even in an integrated setup
• Support the creation of basic formulas and attributes in Addepar (no programming required)

Key Requirements 

• Outstanding academic background with a master’s degree in Finance, Economics, Engineering or related disciplines
• 1-3 years’ experience in similar roles
• Experience reading and interpreting account statements, bank reports, wealth reports, and financial documents related to capital calls, distributions, and NAVs of alternative funds (MOIC, TVPI, etc.)
• Experience with cash and debt position reconciliation
• Preferably, experience in consulting firms (KPMG, PwC, etc.) in Asset Management, wealth management, family office or fund audits
• Tech-savvy with a strong interest in exploring new technologies
• Tools specific to wealth management reporting 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

Location: Milan

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.

Your role 

• Preparation of Investor Materials: Assist in preparing materials for investors, supporting investor requests, and ensuring clear and effective communication.
• Investor Relations Support: Work closely with the Investor Relations team on diverse projects, including monitoring and implementing sales metrics and improving the sales process.
• Process Improvement: Collaborate with various Heritage divisions to enhance internal processes, focusing on increasing automation, speed, and efficiency.
• Funds Reporting and Analytics: Help create and deliver comprehensive fund reports, transforming complex financial data into clear, actionable narratives that highlight investment performance and funding status.
• Reporting for Stakeholders: Build and prepare detailed reports for investors and other stakeholders, ensuring accurate and timely information distribution.

What we are looking for

• Proactive, fast learning and highly analytical mindset, confident to work in an extensively growing environment where a high degree of flexibility and willingness to learn is required
• Ability to effectively interact with A-class international stakeholders and teammates
• Very strong academic record
• Excellent verbal and written communication skills
• Attention to detail and high level of accuracy
• Good vibe and empathy
• Can join from March 2026 for a 6-month internship

What we offer 

• Work with some of the best people in the industry
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
• Meet the team at fun offsites every quarter

Process 

The hiring process at Heritage includes the following stages:

• CV Screening: Evaluation of your professional and academical achievements.
• First Round Interview: General assessment of your experience and will include a business case.
• Logic & Personality Assessment: An online assessment to determine your General Ability and Competency Potential.
• Second Round Interview: Deep dive on your Analytical Ability.
• Final Interview: Performance based interview doubling down on your business skills with a senior team member.

Who we are 

At Heritage, talent is our single greatest advantage. We are building a team of exceptional individuals who operate with the highest standards of rigor, performance, and ambition. We believe exceptional outcomes come from small teams with high ownership, rigorous judgment, and an uncompromising bar for quality. Our team brings together individuals from leading institutions across investing, technology, consulting, and professional services, united by the ambition to build one of the defining investment institutions of our time.

Heritage is the Modern Investment Office - built by families and entrepreneurs, for families and entrepreneurs. Our mission is to fundamentally transform how wealth is invested and managed by combining institutional-grade investment expertise, proprietary technology, and a curated global network.

Today, Heritage oversees approximately €3.5 billion in assets, operates across offices in Milan, London, and Paris, and is trusted by some of the most prominent families and entrepreneurs globally.

We combine top-tier institutional investing with proprietary technology and a highly curated network. Our investment platform spans private markets and public markets, combining institutional-grade due diligence with long-term portfolio construction. Our technology provides partners with full visibility and control over their portfolios, bringing the clarity and rigor needed for informed decision-making. This is complemented by an exclusive community of families and entrepreneurs that we bring together through curated introductions and regular gatherings - creating unique access to opportunities and insight, and enduring partnerships.

Your role 

As a member of our Talent Acquisition Team, you will play a crucial role in supporting daily operations and collaborating with colleagues across all divisions to enhance our teams and facilitate our growth. Activities will include:

• Manage sourcing channels, screen CVs, conduct interviews, and proactively build talent pipelines.
• Implement talent development and performance management initiatives.
• Support and execute onboarding activities.
• Create reports to monitor hiring KPIs and recruitment metrics.
• Provide ad-hoc support for broader HR-related tasks.

What we are looking for 

• Passion for People and especially for Talent Acquisition
• Ability to work both independently and in a team
• Proactive and innovative mindset, confident to work in an extensively growing environment where a high degree of flexibility is required
• Good vibe, driven, diplomatic, active listener, humble, hard-working
• University degree - master in Human Resources, Business Administration, Psychology, or similar will be considered a plus
• Excellent English verbal and written communication skills
• Can join from February 2026 for a 6-month internship

What we offer 

• Work with some of the best people in the industry
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
• Meet the team at fun offsites every quarter

Process 

The hiring process at Heritage includes the following stages:

• CV screening: We review your application and qualifications to ensure that you meet the minimum requirements for the role.
• Screening assessment: We conduct a screening assessment to determine your suitability for the position.
• First round interview: We schedule a call to give you an opportunity to learn more about Heritage and the role, as well as ask any questions you may have. 
• Logic & Attitude assessment: You will be assessed on your logical thinking, problem-solving skills, and attitude towards the role and our company.
• Final discussion: We will have a final discussion to review your qualifications and assess your suitability for the role.
• Offer: If you are selected for the role, you will be offered a position with Heritage.

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.

Your role 

In our Finance team, you will be part of a dynamic group where every contribution is deeply valued. We expect you to be involved in key projects, take responsibility and drive results. During your internship, you will gain expertise in the following areas:

• Treasury management: Manage and oversee the preparation of the payment schedule for all entities, excluding the fund, ensuring timely and accurate processing of payments
• Bank Reconciliation: Conduct weekly bank reconciliations, verifying financial data and identifying discrepancies
• Invoice Registration: Perform weekly registration of invoices and equivalent doc, ensuring accuracy and timely recording of financial transactions
• Statutory financial: support in producing the monthly statutory financial statement, management of the repository 

Who we are looking for

To excel in this role, a proactive approach is needed, along with a fast-learning, highly analytical mindset and confidence to work in an extensively growing environment. The ideal candidate has an eye for detail and excels at time management.

• Pursuing a master’s degree in Finance, Economics, Business Administration, or related fields
• Excellent written and verbal communication skills in English to seamlessly interact with A-class international stakeholders and teammates
• Proficiency in Microsoft Excel
• Passion for our mission: Growing more than capital, Together 
• Availability to start an Internship in March 2026

What we offer 

A paid internship that spans six enriching months in the heart of Milan will shape you into a well-rounded professional. The start date will be March. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team building events.

• Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations, such as Carlyle, CD&R, etc.
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
• Meet the team at fun offsites every quarter!

Our Hiring Process

1. Initial CV Screening
2. Online skills test in English, Numerical Reasoning, and Critical Thinking
3. 1^st interview 
4. 2^nd interview 
5. Personality and Logical Assessment
6. Final interview

Who We Are

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open-architecture platform connecting clients to some of the world’s most exclusive opportunities.

We believe in mastery. Our investment team brings direct experience from leading institutional hedge fund platforms, asset managers, and allocators, supported by rigorous research frameworks and disciplined portfolio construction.

We believe in alignment. We invest alongside our clients with real skin in the game, applying the same standards and governance used for the founding families.

We believe in technology. Our advanced digital platform centralizes, analyses, and benchmarks portfolios across managers, strategies, and asset classes, enabling better decision-making and risk management at scale.

Your Role

As a Hedge Fund Research, you will lead manager research, selection, and ongoing oversight across offshore and UCITS hedge fund strategies, supporting institutional-quality hedge fund allocations for UHNW clients.

The role is research- and governance-led, not discretionary portfolio management, and includes meaningful interaction with clients and advisors. You will work closely with senior investment professionals and the Investment Committee, while also helping advisors and clients understand portfolio positioning, manager roles, and risk characteristics.

Your responsibilities will include:

• Sourcing, evaluating, and selecting hedge fund managers across core strategies

• Owning the hedge fund due diligence and conviction framework (buy, watch, avoid)

• Leading ongoing manager monitoring and recommending adds, trims, or exits

• Advising on fund terms, fees, liquidity, and capacity constraints

• Preparing and presenting materials to the Investment Committee

• Supporting client- and advisor-facing discussions, including portfolio updates, manager positioning, and strategy education

• Building and maintaining senior relationships with hedge fund managers and key counterparties

This role offers direct exposure to senior leadership, the Investment Committee, global hedge fund managers, and UHNW clients.

About You

• 5–8 years of experience in hedge fund research and allocation, ideally within an institutional allocator, asset manager, family office, or fund of funds

• Offshore hedge fund experience is essential; UCITS experience is strongly preferred

• Broad understanding across hedge fund strategies, with a strong ability to distinguish true alpha from disguised beta

• Proven track record in manager sourcing, not just monitoring, supported by a credible global network across managers, prime brokers, capital introduction, and the allocator community

• Strong analytical skills and experience working with risk, performance, and portfolio analytics

• Proven ability to draft high-quality investment papers and present under Investment Committee scrutiny

• Strong written and verbal communication skills in English

• High judgement, independent thinker, and comfortable recommending “no” when appropriate

• Structured, detail-oriented, and comfortable operating with responsibility and accountability

• Prior experience working with UCITS hedge fund platforms

• Exposure to UHNW client portfolios or multi-family office environments

• Familiarity with hedge fund analytics and reporting tools

What We Offer

• Work alongside top-tier professionals from leading institutional investment platforms and global family offices

• Direct exposure to top-tier and emerging hedge fund managers globally

• A high-performance, collaborative, and entrepreneurial culture

• Real responsibility and ownership from day one

• Opportunity to help shape hedge fund research, governance, and allocation frameworks within a growing, tech-enabled platform

• Quarterly team offsites

• Clear growth paths and increasing responsibility as the platform scales

About the Opportunity

We are building something exceptional at Heritage, and we need someone extraordinary to help us get there. This isn't your typical strategy role. It is a hands-on opportunity to work directly with our Head of Strategy & Growth and Founders on the most important initiatives shaping our next chapter.

As our Senior Strategy Associate, you will sit at the centre of how we grow, evolve, and scale. You will help us enter new markets, refine our product offering, build the internal engine behind our wealth management platform, and unlock opportunities we have not yet imagined. This is a role where no two days look the same, where your work truly moves the business.

What You’ll Actually Do

Right now, we are expanding into new geographies, refining our commercial strategy, building new business lines, and strengthening how the organisation operates end-to-end. You will own core workstreams that directly influence these priorities.

In practice, this means working on:

• Market mapping, competitive intelligence, and opportunity sizing across new and existing regions

• Developing commercial strategies, business models, and go-to-market structures

• Supporting the development of strategic partnerships and external collaborations

• Building internal processes, workflows, and operational infrastructure to scale our platform

• Driving cross-functional initiatives across Investments, Operations, and Technology

• Supporting evaluation and due-diligence efforts for new offerings and initiatives

This is not a research role. You will shape recommendations, align senior stakeholders, and then work with teams to make the strategy real.

Who Thrives Here

We’re looking for someone sharp, fast-learning, and hungry for responsibility. Someone who wants to build, execute, and own outcomes.

Maybe you’re coming from a top-tier consultancy where you’ve delivered strong impact but want to be closer to the action. Or perhaps you’re coming from a high-growth startup, a VC-backed scale-up, fintech, strategic operations, or private equity, where you’ve developed strong analytical, financial, and commercial skills and are now looking for a role with broader operational and strategic ownership.

The ideal candidate has:

• 4 to 6 years of experience in strategy consulting, private equity, business operations, growth, or strategic roles in high-velocity environments

• Exceptional analytical skills with the ability to structure ambiguous problems and drive clarity

• Strong business judgement and the maturity to partner with senior leadership

• A bias toward action and ownership, comfortable taking projects from concept to execution

• Curiosity, ambition, and the drive to build something meaningful rather than follow a predefined path

Why This Role Matters

You’ll be in the room where decisions are made, shaping how Heritage expands, innovates, and serves families and entrepreneurs globally.

You will:

• Gain rare exposure across wealth management, technology, commercial strategy, and international expansion

• Work directly with our Head of Strategy & Growth, Founders, and leadership team on initiatives that influence the entire organisation

• Build a strategic and operational toolkit that is deeply valuable, highly portable, and difficult to acquire anywhere else this early in your career

• See the tangible impact of your work as new business lines launch, teams grow, and our platform scales

This role is not about climbing a traditional corporate ladder. It is about building the ladder with us.

Next Steps

We’ll begin with an initial conversation with our HR-team to understand your experience, motivations, and career goals. We’ll focus on:

• How you approach strategic and analytical challenges

• The types of projects you’ve owned and how you drive impact

• What motivates you, and how this opportunity aligns with your ambitions

From there, we move quickly. Great talent doesn’t stay on the market long.

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 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 as Customer Success Specialist

• Investor Support: act as the primary point of contact for investor inquiries, ensuring timely, clear, and professional responses that meet the high standards expected by UHNW clients
• Capital Operations: closely monitoring the allocation and subscription processes across various investment opportunities to guarantee accuracy and efficiency
• Cross-Functional Collaboration: work cross-functionally with Investor Relations, Operations, and Product teams to continuously enhance the investor experience, ensuring alignment and swift resolution of client needs
• Back-Office & Administrative Support: handle administrative operations related to account management, documentation, and compliance checks maintaining data accuracy within CRM and reporting tools

• Outstanding academic background with a master's degree in Finance, Economics or related disciplines
• 2-5 years' experience in similar roles
• Wealth advisory knowledge: familiarity with financial instruments, wealth taxation, estate planning, trusts, and holding structures
• Private banking operations expertise: understanding of fund subscription processes, margining, MiFID compliance, KYC, and AML procedures
• Experience with CRM and reporting tools: comfortable in using Salesforce, digital portfolio platforms, and wealth reporting systems
• Tech-savvy with a strong interest in exploring new technologies
• Strong Excel skills
• Highly motivated and proactive, curious with a hands-on attitude
• Excellent organizational and analytical skills, with strong attention to detail. Structured and methodical person
• Ability to manage multiple priorities and deadlines in a dynamic environment
• Problem-solving attitude
• Effective communicator with a collaborative and multicultural mindset. Able to maintain a mature, empathetic, and diplomatic approach in all interactions, reflecting the level of service and discretion required by UHNW investors and family offices
• Fluent in English

Who we are

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open architecture platform connecting clients to some of the world’s most exclusive opportunities.

We believe in mastery. Our investment team brings direct experience from leading private equity and venture capital institutions, supported by a proprietary assessment methodology and one of the industry’s most comprehensive data sets.

We believe in alignment. We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families.

We believe in technology. Our advanced digital platform centralizes, tracks, and benchmarks investments across providers and asset classes, enabling better outcomes at scale.

Our leadership comes from firms such as Apax, Hg, Hellman & Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26.

Your Role

As an Investment Analyst, you will support the full investment lifecycle and work closely with the investment team to source, evaluate, and execute opportunities across Buyout, Growth, and Venture Capital.

Your responsibilities will include:

• Sourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners
• Supporting market, financial, and commercial due diligence
• Building financial models and contributing to investment memoranda
• Conducting thematic market research and developing investment theses
• Assisting with portfolio monitoring and follow-up analysis
• Supporting internal initiatives such as fund strategy, LP reporting
• Collaborating with cross-functional teams across the firm

This is a high-ownership role with substantial exposure to both internal leadership and external stakeholders.

About You

• Up to 2 years of experience in fund-of-funds investing, investment banking, private equity, venture capital, consulting, or a high-growth startup
• Strong academic background in finance, economics, engineering, business, or another analytical field
• Solid analytical and financial modelling skills
• Excellent written and verbal communication skills
• Proactive, entrepreneurial mindset with strong ownership
• Proficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus
• Passion for investing and private markets

What We Offer

• Work alongside top-tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family offices
• Direct exposure to fund managers, entrepreneurs, investors, and senior leadership
• An ambitious, collaborative, and high-performance culture
• Real responsibility from day one in a fast-moving environment
• Quarterly team offsites
• Clear growth paths and expanding responsibility as you develop

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 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 as Business Analyst/Associate

We are looking for a Business Analyst/Associate (depending on seniority) to join our team. This role will play a key part in supporting the start-up of our Paris office, a new and growing hub within our global organization.

The successful candidate will be instrumental in driving and implementing the integration of the Paris office with our central Technology, Operations, and Investing teams, currently based across Milan and London.

The role will directly contribute and have an impact to the launch of the new office, working in close collaboration with international teams and playing a central role in establishing efficient processes, data flows, and cross-office collaboration.

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

• Perform daily trade and position reconciliations and weekly NAV reconciliations for internally managed funds
• Support portfolio risk and performance reporting processes
• Investigate and resolve reconciliation breaks with custodian banks and administrators

 Coordination and Support

• Support the Investment team in portfolio monitoring, trade execution follow-up, 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

Key Requirements 

• Outstanding academic background with master’s degree in Finance, Economics, or a related discipline
• 1-3 years of experience in a FinTech/technology-based environment or multi-family office, private bank, asset manager, fund administrator
• Knowledge of financial instruments and investment operations acquired through academic studies
• Experience with portfolio management or fund accounting systems is a plus
• Tech-savvy with a strong interest in exploring new technologies
• Tools specific to wealth management reporting is considered a plus
• Familiarity with data automation tools (VBA, Power BI, or Python) is considered as 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 French