Jobs at Heritage Holdings

The Investment Lab Associate will produce investment analysis, client materials, and optimize portfolios while managing projects and building team culture.

As an Investment Analyst, you will source and evaluate investment opportunities, conduct due diligence, build financial models, and assist in portfolio monitoring.

Assist the Talent Acquisition Team by managing sourcing channels, screening CVs, conducting interviews, implementing talent development initiatives, and supporting onboarding activities. Create reports to monitor hiring KPIs and provide ad-hoc HR support.

The Business Analyst/Associate will support the launch of the Paris office, focusing on client reporting, portfolio operations, and cross-office collaboration.

As a Finance Intern, you will manage treasury operations, perform bank reconciliations, register invoices, and help produce monthly financial statements in a dynamic team environment.

The Reporting Analyst manages the loading of financial data into Addepar, supports reconciliation of accounts, and collaborates on data integration with banks.

Assist in preparing investor materials, support investor relations, improve internal processes, and create comprehensive fund reports for stakeholders.

During this internship, you will manage multiple projects, coordinating with various departments to support strategy execution and project delivery. Responsibilities include project implementation, ideation development, and preparing presentations for stakeholders.

As a Hedge Fund Research Analyst, you'll evaluate hedge fund managers, lead diligence, advise on allocations, and present findings to clients and committees.

The Reporting Intern supports wealth-reporting activities by loading transactions and valuations into Addepar and ensuring data accuracy and reconciliation while collaborating with the Tech Team.

As a Legal Intern, you'll assist in drafting policies, conducting regulatory research, and supporting compliance tasks while learning about investment regulation.

As a Senior Software Engineer, you will design and develop user-facing products and back-office tools while collaborating with diverse teams to solve complex problems with innovative solutions.