Investment Banking Analyst
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.
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 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.
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.
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
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
Proficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus
Passion for investing and private markets
Work alongside top-tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family offices
Quarterly team offsites
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English.
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