Hedge Fund Research Analyst

14 ott - Milano
Heritage Holdings

ph3Who We Are /h3 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 pWe believe in mastery.
Our investment team brings direct experience from leading institutional hedge fund platforms, asset managers, and allocators, supported by rigorous research frameworks and disciplined portfolio construction.
/p pWe believe in alignment.
We invest alongside our clients with real skin in the game, applying the same standards and governance used for the founding families.
/p pWe believe in technology.
Our advanced digital platform centralizes, analyzes, and benchmarks portfolios across managers, strategies, and asset classes, enabling better decision?making and risk management at scale.
/p h3Your Role /h3 pAs a Hedge Fund Research, you will lead manager research, selection, and ongoing oversight across offshore and UCITS hedge fund strategies, supporting institutional-quality hedge fund allocations for UHNW clients.
The role is research?and governance?led, not discretionary portfolio management, and includes meaningful interaction with clients and advisors.
You will work closely with senior investment professionals and the Investment Committee, while also helping advisors and clients understand portfolio positioning, manager roles, and risk characteristics.
/p h3Your Responsibilities Will Include /h3 ul liSourcing, evaluating,



and selecting hedge fund managers across core strategies /li liOwning the hedge fund due diligence and conviction framework (buy, watch, avoid) /li liLeading ongoing manager monitoring and recommending adds, trims, or exits /li liAdvising on fund terms, fees, liquidity, and capacity constraints /li liPreparing and presenting materials to the Investment Committee /li liSupporting client- and advisor-facing discussions, including portfolio updates, manager positioning, and strategy education /li liBuilding and maintaining senior relationships with hedge fund managers and key counterparties /li /ul pThis role offers direct exposure to senior leadership, the Investment Committee, global hedge fund managers, and UHNW clients.
/p h3About You /h3 ul li2–5 years of experience in hedge fund research and allocation, ideally within an institutional allocator, asset manager, family office, or fund of funds /li liOffshore hedge fund experience is essential; UCITS experience is strongly preferred /li liBroad understanding across hedge fund strategies, with a strong ability to distinguish true alpha from disguised beta /li liProven track record in manager sourcing, not just monitoring, supported by a credible global network across managers, prime brokers, capital introduction,



and the allocator community /li liStrong analytical skills and experience working with risk, performance, and portfolio analytics /li liProven ability to draft high-quality investment papers and present under Investment Committee scrutiny /li liStrong written and verbal communication skills in English /li liHigh judgement, independent thinker, and comfortable recommending "no" when appropriate /li liStructured, detail-oriented, and comfortable operating with responsibility and accountability /li liPrior experience working with UCITS hedge fund platforms /li liExposure to UHNW client portfolios or multi-family office environments /li liFamiliarity with hedge fund analytics and reporting tools /li /ul h3What We Offer /h3 ul liWork alongside top-tier professionals from leading institutional investment platforms and global family offices /li liDirect exposure to top-tier and emerging hedge fund managers globally /li liA high-performance, collaborative, and entrepreneurial culture /li liReal responsibility and ownership from day one /li liOpportunity to help shape hedge fund research, governance, and allocation frameworks within a growing, tech-enabled platform /li liQuarterly team offsites /li liClear growth paths and increasing responsibility as the platform scales /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 /p #J-*****-Ljbffr

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