Jobs at Heritage Holdings

Supports the Legal team with corporate governance, strategic transactions, financing matters, entity setups, cross-border projects, commercial agreements, statutory documentation, KYC/AML compliance, and legal research. The internship provides practical exposure to international corporate law and day-to-day legal operations within an investment office.

Six-month Finance Team internship supporting investor reporting, fund accounting, cash flow and liquidity management, and technology optimization projects. Responsibilities include preparing investment reports, maintaining fund accounting records, managing fund liquidity, and contributing to process improvements. The role requires analytical ability, attention to detail, strong communication, Excel proficiency, and a willingness to learn in an international environment.

Lead end-to-end recruitment for strategic roles across engineering, product, security, data, and infrastructure. Partner with founders and senior leaders to define hiring strategy, source and engage high-caliber candidates, manage the full recruitment lifecycle, negotiate offers, and ensure rigorous, consistent hiring decisions across international markets while delivering an excellent candidate experience.

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.

Support the Client Services team with daily operational and administrative tasks: maintain records, assist client onboarding and regulatory documentation, track workflows, and provide general project and administrative support.

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.

Support HR team with onboarding, HR administration, employee surveys, performance review coordination, HR metrics reporting, and AI/automation projects to improve processes and employee experience during a six-month internship.

Support the Regulatory Affairs and Compliance team by drafting policies and governance documents, assisting authorization/passporting workstreams, conducting legal and regulatory research (FCA, AMF, ESMA; AIFMD, MiFID II, AML/CFT), mapping regulatory obligations, maintaining contractual templates and compliance trackers, and preparing memos and briefing materials for senior management.

Support the Tax team by assisting with intercompany structuring, drafting tax policies and procedures, mapping tax obligations, maintaining compliance trackers and templates, conducting multi-jurisdictional tax research, and preparing memos and briefing materials for senior management.

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

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.

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.

Support consolidated portfolio reporting for UHNWI clients by validating and loading transactions/valuations, reconciling cash and debt positions, enhancing analytics, integrating market and bank data, and contributing to platform dashboards and monitoring standards.