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Heritage Holdings
ppJoin to apply for the bInvestment Analyst /b role at bHeritage Holdings /b. /p pHeritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business‑building experience. We provide privileged access to top‑performing alternative assets, superior portfolio construction, and a technology‑enabled open architecture platform connecting clients to some of the world’s most exclusive opportunities. /p h3Your Role /h3 pAs an Investment Analyst, you will support the full investment lifecycle and work closely with the investment team to source, evaluate, and execute opportunities across Buyout, Growth, and Venture Capital. /p h3Your Responsibilities Will Include /h3 ul liSourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners /li liSupporting market, financial, and commercial due diligence /li liBuilding financial models and contributing to investment memoranda /li liConducting thematic market research and developing investment theses /li liAssisting with portfolio monitoring and follow‑up analysis /li liSupporting internal initiatives such as fund strategy and LP reporting /li liCollaborating with cross‑functional teams across the firm /li /ul h3About You /h3 ul liUp to 2 years of experience in fund‑of‑funds investing, investment banking, private equity, venture capital, consulting, or a high‑growth startup /li liStrong academic background in finance, economics,
engineering, business, or another analytical field /li liSolid analytical and financial modelling skills /li liExcellent written and verbal communication skills /li liProactive, entrepreneurial mindset with strong ownership /li liProficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus /li liPassion for investing and private markets /li /ul h3What We Offer /h3 ul liWork alongside top‑tier professionals from institutions such as Apax, Hg, Hellman Friedman, Carlyle and leading global family offices /li liDirect exposure to fund managers, entrepreneurs, investors, and senior leadership /li liAn ambitious, collaborative, and high‑performance culture /li liReal responsibility from day one in a fast‑moving environment /li liQuarterly team offsites /li liClear growth paths and expanding responsibility as you develop /li /ul pAt 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. /p pBy applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: /p pSeniority level: Entry level /p pEmployment type: Full‑time /p pJob function: Finance and Sales /p /p #J-18808-Ljbffr
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