About this Legal Operations Internship role at Heritage Holdings
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 Legal Operations Intern
As a Legal Operations Intern, you will join our Legal team, working at the intersection of law, investments, operations, and technology. You will support the legal and operational aspects of our investment platform, helping ensure that complex transactions are executed efficiently, accurately, and in compliance with applicable legal and regulatory requirements.
Working closely with senior members of our Legal team, you will gain first-hand exposure to the full investment lifecycle, from onboarding investors into our funds and managing legal documentation, to supporting investment transactions across multiple jurisdictions. You will collaborate daily with colleagues across Investing, Finance, Sales Operations, and Tech, contributing to the operational backbone that enables our investment engine to scale. This is a role for someone who enjoys solving complex problems, embraces ownership, and is excited by the idea of turning legal concepts into practical, business-oriented solutions.
- Support the onboarding of investors into our funds, helping coordinate legal documentation and ensuring a seamless onboarding experience;
- Assist in preparing, reviewing, and maintaining legal documentation, including subscription agreements, transaction documents, and other materials relating to investors and underlying investments;
- Contribute to the legal and operational execution of investment transactions, coordinating with internal teams and external counterparties across multiple jurisdictions;
- Carry out research to support investment activities, fund operations, and new business initiatives;
- Help monitor, document, and continuously improve internal legal and operational processes, identifying opportunities for greater efficiency and scalability;
- Work closely with our Tech team to support the automation and optimization of legal workflows and operational processes;
- Maintain trackers, registers, templates, and internal documentation to ensure information is accurate, organized, and readily available;
- Support day-to-day legal operations by preparing briefing materials, coordinating documentation, and helping ensure that critical processes run smoothly from beginning to end.
What We Are Looking For…
Someone who, beyond academic background, brings the mindset and personal attributes to thrive in a fast-paced, highly collaborative legal operations environment:
Self-motivated: Takes ownership, follows through on commitments, and approaches every task with curiosity, energy, and a willingness to learn. Comfortable operating in a dynamic environment where priorities evolve and opportunities to improve processes are welcomed.
Operational mindset: Enjoys transforming complex legal concepts into practical, efficient workflows. Understands that exceptional legal work is not only about technical knowledge, but also about execution, organization, and enabling the business to move forward.
Critical thinking: Approaches challenges analytically, asks thoughtful questions, and looks beyond the immediate task to understand the broader commercial context. Brings solutions, not just problems, and is eager to improve the way things are done.
Attention to detail: Handles documentation with precision, ensuring consistency, completeness, and accuracy across multiple workstreams. Comfortable managing numerous moving parts without losing sight of quality.
Team working: Collaborates effectively across Legal, Investing, Finance, Sales Operations, and Tech. Communicates openly, shares knowledge, embraces feedback, and understands that the best outcomes come from cross-functional teamwork.
- Holds a degree in Law or another relevant discipline, or is currently completing a Master's degree in a related field, with a genuine interest in legal matters, investments, and business operations.
- Is genuinely interested in the intersection of law, investments, funds, operations, and technology, and is excited to understand how legal frameworks enable complex businesses to operate;
- Is eager to gain exposure to sophisticated cross-border transactions and multi-jurisdictional legal matters;
- Previous experience in a legal, compliance, fund administration, or operational environment is a plus, but not required;
- Is fluent in English.
What we offer
A paid internship in the heart of Milan, starting in September and 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.
- 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
Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.
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