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.