About this role
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 February 2025 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.
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.
Other facts
About Heritage Holdings
Heritage is the modern investment office. Built by families and entrepreneurs, for families and entrepreneurs. We are on a mission to transform investing for families, entrepreneurs, and leading advisors, through modern technology, superior portfolio construction, and access to top alternative assets and managers.
What you'll do
- The intern will assist in preparing investor materials and support the Investor Relations team on various projects. They will also collaborate on process improvements and help create comprehensive fund reports.
Ready to join Heritage Holdings?
Take the next step in your career journey