Investment analyst

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.

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Seniority level: Entry level

Employment type: Full‑time

Job function: Finance and Sales