Investment analyst

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.

We believe in mastery. 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 believe in alignment. 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.

Our leadership comes from firms such as Apax, Hg, Hellman & Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26.

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, LP reporting
• Collaborating with cross-functional teams across the firm

This is a high-ownership role with substantial exposure to both internal leadership and external stakeholders.

• 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