Investment analyst

Location: Via Milano

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open architecture platform connecting clients to some of the world’s most exclusive opportunities.

We believe in mastery. Our investment team brings direct experience from leading private equity and venture capital institutions, supported by a proprietary assessment methodology and one of the industry’s most comprehensive data sets.

We believe in alignment. We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families.

We believe in technology. Our advanced digital platform centralizes, tracks, and benchmarks investments across providers and asset classes, enabling better outcomes  leadership comes from firms such as Apax, Hg, Hellman & Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26.Your Role As an Investment Analyst, you will support the full investment lifecycle and work closely with the investment team to source, evaluate, and execute opportunities across Buyout, Growth, and Venture Capital.

Your responsibilities will include:

Sourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners

Supporting market, financial, and commercial due diligence

Building financial models and contributing to investment memoranda

Conducting thematic market research and developing investment theses

Assisting with portfolio monitoring and follow-up analysis

Supporting internal initiatives such as fund strategy, LP reporting

Collaborating with cross-functional teams across the firm

This is a high-ownership role with substantial exposure to both internal leadership and external stakeholders.

About You Up to 2 years of experience in fund-of-funds investing, investment banking, private equity, venture capital, consulting, or a high-growth startup

Strong academic background in finance, economics, engineering, business, or another analytical field

Solid analytical and financial modelling skills

Excellent written and verbal communication skills

Proactive, entrepreneurial mindset with strong ownership

Proficiency in Excel and PowerPoint; familiarity with Preqin, Pitch Book, or similar tools is a plus Passion for investing and private markets

What We Offer Work alongside top-tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family offices

Direct exposure to fund managers, entrepreneurs, investors, and senior leadership

An ambitious, collaborative, and high-performance culture

Real responsibility from day one in a fast-moving environment

Quarterly team offsites

Clear growth paths and expanding responsibility as you develop

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.

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