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 

• Month-End & Year-End Close: Support the full accounting close cycle, ensuring timely and accurate completion of all closing activities across entities
• Financial Statements: Assist in preparing monthly and annual statutory financial statements, including management of the document repository
• VAT Returns: Support the preparation and filing of VAT returns, ensuring compliance with local tax regulations
• Group Consolidation: Assist in consolidating accounts at the group level, including intercompany eliminations and reconciliation of group entities
• Payments Management: Manage and oversee the preparation of payment schedules across all entities (excluding the fund), ensuring timely and accurate processing
• Bank Reconciliation: Conduct weekly bank reconciliations, verifying financial data and identifying discrepancies
• Invoice Registration: Perform weekly registration of invoices and equivalent documents, ensuring accuracy and timely recording of financial transactions
• Expense Analysis: Analyse business card and corporate expense data, identifying trends and anomalies and supporting management reporting

Who we are looking for

• Pursuing a master's degree in Accounting or a closely related field
• Prior experience or exposure to audit is a plus
• Prior experience in ERP systems preferred
• 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 September 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 September. 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. 1^st interview 
3. Personality and Logical Assessment
4. 2^nd interview 
5. Case Study
6. Final interview