Investing Operations Internship

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78b3de

Overview
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.
Responsibilities
- 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 e

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78b3de