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Wealth Management Internship
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 Business Analyst intern to join our team. This role will play a key part in supporting the Milan office.
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
- Support portfolio risk and performance reporting processes
- Investigate and resolve reconciliation breaks with custodian banks and administrators
Coordination and Support
- Support the team in portfolio monitoring 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.
Who we are looking for
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Outstanding academic background with a master’s degree in Finance, Economics, Engineering, or a related discipline
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Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
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Experience with portfolio management or fund accounting systems is a plus
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Tech-savvy, with a strong interest in exploring new technologies
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Knowledge of financial instruments and investment operations acquired through academic studies
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Tools specific to wealth management reporting are considered a plus
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Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
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Strong Excel skills
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Highly motivated and proactive, with a hands-on attitude
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Excellent organizational and analytical skills, with strong attention to detail
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Effective communicator with a collaborative and multicultural mindset
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Ability to manage multiple priorities and deadlines in a dynamic environment
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Fluent in English and Italian
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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
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.
By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.
Ready to apply?
Apply to Heritage Holdings