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Join to apply for the Investment Analyst role at Heritage Holdings .
Heritage 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.
Your Role
As 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.
Your Responsibilities Will Include
Sourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners
Supporting market, financial, and commercial due diligence
Building financial models and contributing to investment memoranda
Conducting thematic market research and developing investment theses
Assisting with portfolio monitoring and follow‑up analysis
Supporting internal initiatives such as fund strategy and LP reporting
Collaborating with cross‑functional teams across the firm
About You
Up to 2 years of experience in fund‑of‑funds investing, investment banking, private equity, venture capital, consulting, or a high‑growth startup
Strong academic background in finance, economics, engineering, business,
or another analytical field
Solid analytical and financial modelling skills
Excellent written and verbal communication skills
Proactive, entrepreneurial mindset with strong ownership
Proficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus
Passion for investing and private markets
What We Offer
Work alongside top‑tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family offices
Direct exposure to fund managers, entrepreneurs, investors, and senior leadership
An ambitious, collaborative, and high‑performance culture
Real responsibility from day one in a fast‑moving environment
Quarterly team offsites
Clear growth paths and expanding responsibility as you develop
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.
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
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