Finance Intern

Who we are 

At Heritage, we are dedicated to being at the forefront of the alternative investment industry by creating a next-generation fund that combines traditional investment sourcing and evaluation strategies with proprietary technology solutions and data-driven approaches.

Our mission is to connect elite families and entrepreneurs globally with carefully vetted top-performing private market opportunities, leveraging our digital products to make the alternative investment market more accessible, efficient, and connected. Furthermore, we embrace the principles of "skin in the game" as we co-invest with our partners, and "innovation" as we work to create lasting value through continually advancing the investment sector.

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 role 

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 a Curricular Internship in April 2025

What we offer 

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 September. 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!

Our Hiring Process

1. Initial CV Screening
2. Online skills test in English, Numerical Reasoning, and Critical Thinking
3. 1^st interview 
4. 2^nd interview 
5. Personality and Logical Assessment
6. 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.