Investment analyst at Heritage Holdings

Milan, Lombardy, Italy -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

0.0

Posted On

11 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Analysis, Financial Modelling, Market Research, Due Diligence, Communication Skills, Analytical Skills, Entrepreneurial Mindset, Excel, PowerPoint, Private Equity, Venture Capital, Fund Strategy, Portfolio Monitoring, Relationship Building, Team Collaboration, Investment Theses

Industry

Financial Services

Description

Who we are 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. 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 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, LP reporting Collaborating with cross-functional teams across the firm This is a high-ownership role with substantial exposure to both internal leadership and external stakeholders. 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.

Responsibilities

As an Investment Analyst, you will support the full investment lifecycle, working closely with the investment team to source, evaluate, and execute opportunities. Responsibilities include sourcing new opportunities, conducting due diligence, building financial models, and assisting with portfolio monitoring.