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 organisations and 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 Wealth Management Intern to join our team. This role will play a key part in supporting the Paris office.
Core responsibilities include:
Client and Portfolio Reporting
- Support with preparing monthly and quarterly consolidated reports for client portfolios, including performance and asset allocation.
- Help in the collection, validation, and consolidation of data from custodians, fund administrators, life insurance platforms, and internal systems.
- Assist the team with reviewing reconciliation breaks and liaising with custodian banks and administrators to help resolve discrepancies.
Family Office Support and Client Services
- Support the team with portfolio monitoring and ad hoc data analysis.
- Assist with coordinating the exchange of timely and accurate information with custodian banks, life insurance companies, fund administrators, and other stakeholders.
- Provide support with subscription and redemption requests, including documentation checks and communications with relevant parties.
- Collaborate with the team in maintaining and updating client profiles and KYC, AML, and suitability documentation in line with regulatory requirements.
- Help the coordination of communications between clients and relevant parties, including banks, fund managers, and insurance providers, and help organize related documentation.
- Outstanding academic background with a master’s degree in Finance, Economics, Engineering, or a related discipline
- Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
- Experience with portfolio management or fund accounting systems is a plus
- Tech-savvy, with a strong interest in exploring new technologies
- Knowledge of financial instruments and investment operations acquired through academic studies
- Tools specific to wealth management reporting are considered a plus
- Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
- Strong Excel skills
- 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 and Italian
- Available for a 6-month curricular internship starting in January 2027
- Location: Paris
What we offer
A paid internship in the heart of Paris lasting six enriching months, will help shape you into a well-rounded professional. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team-building events.
Join us for an experience that combines professional growth with a positive work environment. 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, Economics, Engineering, or a related discipline
- Knowledge of financial instruments and investment operations
- Strong Excel skills
- Fluent in English and Italian
- Availability for a six-month internship starting in January 2027
- Previous experience in a fintech or technology-based environment, multi-family office, private bank, asset manager, or fund administrator
- Experience with portfolio management or fund accounting systems
- Familiarity with wealth management reporting tools
- Familiarity with VBA, Power BI, or Python
- Strong organizational and analytical skills with attention to detail
- Effective communication and collaborative multicultural mindset
- Ability to manage multiple priorities and deadlines
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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