Fund Finance Internship

Who we are 

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.  

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 hands-on expertise in the following areas:  

• Investor Reporting: Preparation of investment reports for investors. 

• Fund Accounting: Maintenance of investment fund accounting. 

• Cash Flow & Liquidity Management: Management of liquidity and cash flows of the fund. 

• Fund Finance Tech Projects: Tech optimization projects for fund finance processes. 

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 Accounting or a closely related field.  

• Prior experience or exposure to audit is a plus. 

• Prior experience in ERP systems preferred. 

• 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 October/November 2026. 

 

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 October/November 2026. 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. 
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones.  

 

Our Hiring Process 

1. Initial CV Screening 

1. 1st interview 

1. Personality and Logical Assessment 

1. 2nd interview and Case Study 

1. 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.

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