Teams at Heritage Holdings

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.