Investing Operations Internship

3 мес. назад

ItalyEuropeTrainee

investor relationsfund reportingprocess improvementsales metrics

Internship role supporting investor materials preparation, investor relations, process improvement, and funds reporting in investment operations.

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.

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.

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 March 2026  for a 6-month internship

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

The hiring process at Heritage includes the following stages:
CV Screening: Evaluation of your professional and academical achievements.
First Round Interview: General assessment of your experience and will include a business case.
Logic & Personality Assessment: An online assessment to determine your General Ability and Competency Potential.
Second Round Interview: Deep dive on your Analytical Ability.
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.
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