07 set - Turbigo
Heritage Holdings
Heritage is building the Modern Investment Office – supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
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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
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