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. 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, venture capital, and institutional investment platforms, 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 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.

Your responsibilities will include:

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

• Establishing and maintaining long-term relationships with global GPs and ecosystem participants

• 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

• Contributing to portfolio reporting, reviews, and internal dashboards

• 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

• Strong analytical and financial modelling skills

• Proven experience drafting and presenting investment memoranda

• Strong understanding of key investment metrics (e.g. IRR, MOIC, benchmarking)

• 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

• Proactive, structured, and detail-oriented with a strong sense of ownership

• 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

• Prior exposure to working with entrepreneurial families or family offices