Investment Manager

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. Our investment team brings direct experience from leading private equity, venture capital, and institutional investment platforms, supported by a proprietary assessment methodology and one of the industry’s most comprehensive data sets.

We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families.

Our advanced digital platform centralizes, tracks, and benchmarks investments across managers, strategies, and asset classes, enabling better outcomes at scale.

As an Investment Manager , you will play a key role across the full investment lifecycle, with a focus on sourcing, evaluating, and monitoring private market fund investments and select co‑investments across Buyout, Secondaries, Growth Equity, Venture Capital, and Private Credit.

You will take ownership of manager coverage and due diligence processes, work closely with senior investment professionals and the Investment Committee, and contribute to the continuous enhancement of Heritage’s investment frameworks and platform.

Sourcing and building a proprietary pipeline of high‑quality private market fund managers across strategies and geographies

Leading and executing end‑to‑end due diligence on fund investments and co‑investments

Preparing and presenting investment memoranda to the Investment Committee

Analysing fund performance, track records, team dynamics, and alignment of interests

Actively monitoring an existing portfolio of private market investments

Participating in client‑facing activities, including portfolio updates, investment pitches, and ongoing discussions with families and stakeholders

Representing Heritage at relevant networking events, conferences, and industry forums

Proposing and implementing improvements to investment processes, scorecards, KPIs, and analytical frameworks

Collaborating with cross‑functional teams across investments, platform, legal, and operations

This is a high‑ownership role with significant exposure to senior leadership, external fund managers, and clients.

3–5 years of experience in private markets investing (Private Equity, Venture Capital, Growth Equity, Secondaries, or Private Credit), ideally within a fund of funds, asset manager, family office, or institutional allocator

• Hands‑on experience conducting manager due diligence and evaluating fund investments
• Proven experience drafting and presenting investment memoranda
• Strong understanding of key investment metrics (e.g. Experience in client‑facing activities such as portfolio updates, investment pitches, or investor meetings
• Comfortable representing the firm in professional settings, including networking events and conferences
• Excellent written and verbal communication skills in English
• Proficiency in Excel and PowerPoint; familiarity with tools such as Preqin, PitchBook, or Power BI is a plus
• Experience with direct secondaries (LP‑or GP‑led) and/or hedge funds
• Work alongside top‑tier professionals from leading private equity firms and global family offices

Direct exposure to high‑quality global fund managers and private market opportunities

Opportunity to help shape investment processes within a growing, tech‑enabled platform

At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.