13 ott - Lombardia
Heritage Holdings
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
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.
Our team comprises
Our team comprises a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your role as Portfolio Management Intern
You will join the Portfolio Management team, within the newly formed Investment Lab division.
The team's mission is to support Heritage's growth by contributing to portfolio construction, investment advice and organic growth initiatives. You will work directly with client portfolios daily, supporting the analysis of prospects’ portfolios across asset classes, the identification of optimisazion opportunities and the shaping of recommendations that drive how our clients invest. You will be expected to learn fast and bring genuine rigor to everything you work on.
- Portfolio Analysis: supporting the review and analyse existing and prospective client portfolios across multiple asset classes and custodians, the assessment of the allocation structure, identifying inefficiencies (cost drag, concentration, gaps), and the building of a clear picture of where each portfolio stands relative to the client's objectives.
- Portfolio Optimisation: assist in developing improved allocation proposals, researching specific finan
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