Portfolio Management Internship
pbHeritage is building the Modern Investment Office /b, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. /ppbOur vision /b is to bhelp clients build enduring wealth across generations /b by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. bWe aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable. /b /ppbOur team comprises /b of a diverse binternational group /b of individuals from leading organisations and with bdiverse backgrounds /b, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting btop-notch talent /b and providing opportunities for growth and development based on their individual strengths and interests. /ppYou will join the Portfolio Management team, within the newly formed Investment Lab division. /ppThe 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. /ppYou will be expected to learn fast and bring genuine rigor to everything you work on. /pulliPortfolio 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. /liliPortfolio Optimisation: assist in developing improved allocation proposals, researching specific financial instruments (funds, ETFs, private market vehicles, structured products), and modelling the impact of potential changes. /liliClient Materials: support the preparation of clear, well-structured presentation decks that translate complex analysis into actionable recommendations, working alongside senior stakeholders on high-priority client work. /li /ulh3bWho we are looking for /b /h3pA student or recent graduate with a strong foundation in finance or economics and a genuine interest in investment management. /pulliSolid understanding of financial markets and core asset classes: you understand the key concepts behind public equities, fixed income, alternative investments /liliComfort working with numbers: you feel comfortable in reading data, building models,
and drawing analysis-based conclusions /liliStrong communication skills: you can translate complex analysis into clear, structured and logic output /liliWell-developed organizational skills: you can manage your own deadlines, run your own workstreams and be managed by outcome rather than micro-managed /liliExtraordinary attention to detail: you bring a high personal bar for the quality of your work, ensuring that nothing falls through the cracks /liliGenuine curiosity: you are eager to spend time with expert professionals, deepening your understanding on wealth management and private markets /liliEnglish fluency is required /liliAvailability to start an Internship in November 2026. /li /ulh3bWhat we offer /b /h3pA paid internship that spans six enriching months in the heart of Milan will shape you into a well-rounded professional. The start date will be October/November 2026. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team building events. /pulliWork with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations. /liliUnmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones. /li /ulpAt 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 #J-18808-Ljbffr
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. /liliPortfolio Optimisation: assist in developing improved allocation proposals, researching specific financial instruments (funds, ETFs, private market vehicles, structured products), and modelling the impact of potential changes. /liliClient Materials: support the preparation of clear, well-structured presentation decks that translate complex analysis into actionable recommendations, working alongside senior stakeholders on high-priority client work. /li /ulh3bWho we are looking for /b /h3pA student or recent graduate with a strong foundation in finance or economics and a genuine interest in investment management. /pulliSolid understanding of financial markets and core asset classes: you understand the key concepts behind public equities, fixed income, alternative investments /liliComfort working with numbers: you feel comfortable in reading data, building models,
and drawing analysis-based conclusions /liliStrong communication skills: you can translate complex analysis into clear, structured and logic output /liliWell-developed organizational skills: you can manage your own deadlines, run your own workstreams and be managed by outcome rather than micro-managed /liliExtraordinary attention to detail: you bring a high personal bar for the quality of your work, ensuring that nothing falls through the cracks /liliGenuine curiosity: you are eager to spend time with expert professionals, deepening your understanding on wealth management and private markets /liliEnglish fluency is required /liliAvailability to start an Internship in November 2026. /li /ulh3bWhat we offer /b /h3pA paid internship that spans six enriching months in the heart of Milan will shape you into a well-rounded professional. The start date will be October/November 2026. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team building events. /pulliWork with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations. /liliUnmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones. /li /ulpAt 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 #J-18808-Ljbffr