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 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

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.