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.
In our Finance team, you will be part of a dynamic group where every contribution is deeply valued. We expect you to be involved in key projects, take responsibility and drive results. During your internship, you will gain expertise in the following areas:
- Treasury management: Manage and oversee the preparation of the payment schedule for all entities, excluding the fund, ensuring timely and accurate processing of payments
- Bank Reconciliation: Conduct weekly bank reconciliations, verifying financial data and identifying discrepancies
- Invoice Registration: Perform weekly registration of invoices and equivalent doc, ensuring accuracy and timely recording of financial transactions
- Statutory financial: support in producing the monthly statutory financial statement, management of the repository
Who we are looking for
To excel in this role, a proactive approach is needed, along with a fast-learning, highly analytical mindset and confidence to work in an extensively growing environment. The ideal candidate has an eye for detail and excels at time management.
- Pursuing a master’s degree in Finance, Economics, Business Administration, or related fields
- Excellent written and verbal communication skills in English to seamlessly interact with A-class international stakeholders and teammates
- Proficiency in Microsoft Excel
- Passion for our mission: Growing more than capital, Together
- Availability to start an Internship in March 2026
A paid internship that spans six enriching months in the heart of Milan will shape you into a well-rounded professional. The start date will be March. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team building events.
- Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations, such as Carlyle, CD&R, etc.
- Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
- Meet the team at fun offsites every quarter!
- Initial CV Screening
- Online skills test in English, Numerical Reasoning, and Critical Thinking
- 1st interview
- 2nd interview
- Personality and Logical Assessment
- Final interview
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
- Pursuing a master's degree in Finance, Economics, Business Administration, or related fields
- Excellent written and verbal communication skills in English
- Proficiency in Microsoft Excel
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.
