Heritageholdings
Open Positions
13 jobsWealth Management Internship
Who we are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment
Reporting Analyst
Who We Are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourc
Founders' Associate Internship
Who we are Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment
Investing Operations Internship
Who we are Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment
HR & Talent Acquisition Intern
Who we are At Heritage, talent is our single greatest advantage. We are building a team of exceptional individuals who operate with the highest standards of rigor, performance, and ambition. We believe exceptional outcomes come from small teams with high ownership, rigorous judgment, and an un
Senior Talent Acquisition Specialist
Who we are 🚀 At Heritage, talent is our single greatest advantage. We are building a team of exceptional individuals who operate with the highest standards of rigor, performance, and ambition. We believe exceptional outcomes come from small teams with high ownership, rigorous judgment, and an uncomp
Senior Talent Acquisition Specialist
Finance Intern
Who we are Heritage is building the Modern Investment Office - supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment
Hedge Fund Research Analyst
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 ope
Sr. Strategy Principal/Associate
About the Opportunity We are building something exceptional at Heritage, and we need someone extraordinary to help us get there. This isn't your typical strategy role. It is a hands-on opportunity to work directly with our Head of Strategy & Growth and Founders on the most important initiatives
Customer Success Specialist
Who We Are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourc
Investment analyst
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 ope
Investment Manager
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 ope
Business Analyst/Associate
Who We Are Heritage is building the Modern Investment Office , supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals. Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourc