Teams at Heritage Holdings

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.

Monitor and validate investment transactions, valuations, and portfolio data; reconcile consolidated wealth reports; enhance portfolio analytics and market-data integration; support technology integrations, data-quality controls, dashboards, and reporting templates. The role collaborates with Relationship Managers, Technology, Product, and European teams while helping establish portfolio-monitoring standards for wealth-management operations serving ultra-high-net-worth clients.