Investing Operations Internship

ppHeritage is building the Modern Investment Office – supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. /p pOur vision is to help clients build enduring wealth across generations by combining institutional‑grade investment sourcing with personalized portfolio construction, cutting‑edge technology, and deep sector expertise. We aim to make sophisticated private‑market opportunities and modern wealth solutions more transparent, connected, and actionable. /p h3Your role /h3 ul liPreparation of Investor Materials: Assist in preparing materials for investors, supporting investor requests, and ensuring clear and effective communication. /li liInvestor Relations Support: Work closely with the Investor Relations team on diverse projects, including monitoring and implementing sales metrics and improving the sales process. /li liProcess Improvement: Collaborate with various Heritage divisions to enhance internal processes, focusing on increasing automation, speed, and efficiency. /li liFunds Reporting and Analytics: Help create and deliver comprehensive fund reports, transforming complex financial data into clear, actionable narratives that highlight investment performance and funding status. /li liReporting for Stakeholders: Build and prepare detailed reports for investors and other stakeholders, ensuring accurate and timely information distribution. /li /ul h3What We Are Looking For /h3 ul liProactive, fast learning and highly analytical mindset, confident to work in an extensively growing environment where a high degree of flexibility and willingness to learn is required. /li liAbility to effectively interact with A‑class international stakeholders and teammates. /li liVery strong academic record. /li liExcellent verbal and written communication skills. /li liAttention to detail and high level of accuracy. /li liGood vibe and empathy. /li liCan join from March 2026 for a 6‑month internship. /li /ul h3What We Offer /h3 ul liWork with some of the best people in the industry. /li liUnmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones. /li liMeet the team at fun offsites every quarter. /li /ul h3Process /h3 h3The Hiring Process At Heritage Includes The Following Stages /h3 ul liCV Screening: Evaluation of your professional and academical achievements. /li liFirst Round Interview: General assessment of your experience and will include a business case. /li liLogic Personality Assessment: An online assessment to determine your General Ability and Competency Potential. /li liSecond Round Interview: Deep dive on your Analytical Ability. /li liFinal Interview: Performance based interview doubling down on your business skills with a senior team member. /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-18808-Ljbffr