Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organizations with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
Your roleWe are looking for a COO Intern to join our team.
You will act as a support project manager across the whole business: picking up initiatives that span teams, getting them moving, and seeing them through to delivery, with exposure to senior leadership as you share your results.
It is a great first role if you want to understand how a modern wealth management firm really works, and what building a scale-up looks like from the inside. Over six months you will get exposure to multiple teams across the business, learning how each part works and taking on projects in areas such as:
- Client experience: support the team in making onboarding and servicing faster and smoother, by finding where things stall and fixing the root cause
- Portfolio management operations: help in portfolio set-up, reconciliation and reporting, and the custodian and bank relationships behind them
- Finance: assist with billing, fees and the processes that keep the numbers right
- Product and tech: provide support in bringing what you see on the ground to our product and tech teams, and helping turn it into better tools and automation
- Outstanding academic background with a master’s degree in Finance, Management, Engineering, or related discipline
- Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
- Tech-savvy, with a strong interest in exploring new technologies
- Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
- Highly motivated and proactive, with a hands-on attitude
- Excellent organizational and analytical skills, with strong attention to detail
- Effective communicator with a collaborative and multicultural mindset
- Ability to manage multiple priorities and deadlines in a dynamic environment
- Fluent in English
- Available for a 6-month internship starting in November/December 2026
- Location: Milan
What we offer
A paid six-month internship in the heart of Milan, with the opportunity to travel to our offices in London and Paris. You will see how every part of the business works, own projects that matter at an important stage of our growth, and join an international team from 10+ nationalities, with daily interaction and quarterly team-building events.
Your journey begins here!
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.
By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.
Skills Required
- Master's degree in Finance, Management, Engineering, or a related discipline
- Tech-savvy with a strong interest in exploring new technologies
- Highly motivated and proactive with a hands-on attitude
- Excellent organizational and analytical skills with strong attention to detail
- Effective communication and collaborative, multicultural mindset
- Ability to manage multiple priorities and deadlines in a dynamic environment
- Fluency in English and Italian
- Availability for a six-month internship starting in November or December 2026
- Previous experience in a fintech or technology-based environment, multi-family office, private bank, asset manager, or fund administrator
- Familiarity with VBA, Power BI, or Python
What We Do
Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. They provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open architecture platform.
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