Investing Operations Internship

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 

• Preparation of Investor Materials: Assist in preparing materials for investors, supporting investor requests, and ensuring clear and effective communication.
• Investor Relations Support: Work closely with the Investor Relations team on diverse projects, including monitoring and implementing sales metrics and improving the sales process.
• Process Improvement: Collaborate with various Heritage divisions to enhance internal processes, focusing on increasing automation, speed, and efficiency.
• Funds Reporting and Analytics: Help create and deliver comprehensive fund reports, transforming complex financial data into clear, actionable narratives that highlight investment performance and funding status.
• Reporting for Stakeholders: Build and prepare detailed reports for investors and other stakeholders, ensuring accurate and timely information distribution.

What we are looking for

• Proactive, fast learning and highly analytical mindset, confident to work in an extensively growing environment where a high degree of flexibility and willingness to learn is required
• Ability to effectively interact with A-class international stakeholders and teammates
• Very strong academic record
• Excellent verbal and written communication skills
• Attention to detail and high level of accuracy
• Good vibe and empathy
• Can join from April 2024 for a 6 month internship

What we offer 

• Work with some of the best people in the industry
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones
• Meet the team at fun offsites every quarter

Process 

The hiring process at Heritage includes the following stages:

• Screening Assessment: An online assessment to determine your skills in numerical reasoning, critical thinking and English.
• CV Screening: Evaluation of your professional and academical achievements.
• First Round Interview: General assessment of your experience and will include a business case.
• Second Round Interview: Deep dive on your knowledge of Corporate Finance and Analytical Ability.
• Logic & Personality Assessment: An online assessment to determine your General Ability and Competency Potential.
• Final Interview: Performance based interview doubling down on your business skills with a senior team member.

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.