Teams at Heritage Holdings

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

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.

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