Jobs at Heritage Holdings

Monitor and validate investment transactions and valuations, reconcile consolidated wealth reports, and support portfolio analytics for ultra-high-net-worth clients. The role collaborates with Relationship Managers, Product, and Technology teams to integrate bank data, improve portfolio monitoring controls, develop dashboards and reporting templates, and establish standardized processes across European offices.

Supports cross-business initiatives from planning through delivery, coordinating with senior leadership and multiple teams. Responsibilities include improving client onboarding and servicing, assisting with portfolio setup, reconciliation and reporting, supporting billing and fee processes, and translating operational needs into product and technology improvements. The internship provides exposure to wealth management operations, finance, technology, and client experience in an international environment.

Support wealth management operations for client portfolios, including preparing performance and asset allocation reports, consolidating and validating data, resolving reconciliation breaks, monitoring portfolios, processing subscriptions and redemptions, and maintaining KYC, AML, suitability, and client documentation. The intern will coordinate with custodians, fund administrators, insurers, fund managers, banks, and clients while supporting analysis and communications in the Paris office.

Oversee multi-asset portfolios for ultra-high-net-worth clients across OCIO and advisory mandates. Monitor allocation, fees, liquidity, performance, attribution, and risk; evaluate investment products and identify portfolio improvements. Support relationship managers and client discussions with clear investment analysis, track transactions and follow-up actions, and contribute to portfolio construction and investment process improvements.

Manage portfolio monitoring and reporting for ultra-high-net-worth clients across European offices. Responsibilities include loading and validating transactions and valuations, reconciling cash, debt, and investment data, producing consolidated wealth reports, integrating market data, supporting bank and technology integrations, and improving dashboards and reporting templates. The role also establishes portfolio monitoring standards and serves as a Center of Excellence reference while collaborating with Relationship Managers, Product, and Technology teams.

Supports investment sourcing and relationship development across buyout, growth, and venture capital. Assists deal teams with market, financial, and commercial due diligence; prepares presentations and reports; conducts market analysis; develops investment views; and contributes to fund strategy, LP reporting, and events.

Support portfolio analysis and optimization across asset classes and custodians, identify allocation inefficiencies, research investment instruments, model portfolio changes, and prepare client presentation materials. The intern will contribute to portfolio construction, investment advice, and growth initiatives while developing expertise in wealth management and private markets.

Support Heritage’s Talent Acquisition team through candidate sourcing, CV screening, interviews, talent mapping, hiring-manager coordination, onboarding, performance initiatives, recruitment reporting, and broader HR tasks. The internship includes training in executive search and direct sourcing while working with internal and external stakeholders in a fast-growing, international investment firm.

Owns portfolio monitoring and reporting for complex, multi-custodian UHNW client portfolios. Responsibilities include reconciling bank data, validating transactions and valuations, representing complex financial instruments, resolving reporting discrepancies, coordinating data analysts, supporting client onboarding and platform adoption, and collaborating with banks, asset managers, relationship managers, product, and data engineering teams. The role also translates client reporting needs into platform improvements and supports automation of data flows.

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.

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 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.

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.