Investment Analyst
Pubblicato il 25-10-2026 - Heritage Holdings in Milano
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.Tutti i candidati sono invitati a leggere attentamente la seguente descrizione del lavoro e le relative informazioni prima di candidarsi.We believe in mastery.
Our investment team brings direct experience from leading private equity and venture capital institutions, supported by a proprietary assessment methodology and one of the industry's most comprehensive data sets.We believe in alignment.
We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families.We believe in technology.
Our advanced digital platform centralizes, tracks, and benchmarks investments across providers and asset classes, enabling better outcomes at scale.Our leadership comes from firms such as Apax, Hg, Hellman & Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26.Your RoleAs 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 partnersSupporting market, financial,
and commercial due diligenceBuilding financial models and contributing to investment memorandaConducting thematic market research and developing investment thesesAssisting with portfolio monitoring and follow-up analysisSupporting internal initiatives such as fund strategy, LP reportingCollaborating with cross-functional teams across the firmThis is a high-ownership role with substantial exposure to both internal leadership and external stakeholders.About YouUp to 2 years of experience in fund-of-funds investing, investment banking, private equity, venture capital, consulting, or a high-growth startupStrong academic background in finance, economics, engineering, business, or another analytical fieldSolid analytical and financial modelling skillsExcellent written and verbal communication skillsProactive, entrepreneurial mindset with strong ownershipProficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plusPassion for investing and private marketsWhat We OfferWork alongside top-tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family officesDirect exposure to fund managers, entrepreneurs, investors, and senior leadershipAn ambitious, collaborative, and high-performance cultureReal responsibility from day one in a fast-moving environmentQuarterly team offsitesClear growth paths and expanding responsibility as you developAt Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.
xysqume 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.
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