Skip to main content
Back to jobs

Finance Intern

External
heritageholdings logoHeritageholdings · Milan, Italy
Full-timeOn-site4w ago
Excel
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


About the role

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 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 an Internship in March 2026

Benefits

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 March. 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 onesMeet the team at fun offsites every quarter!Our Hiring ProcessInitial CV ScreeningOnline skills test in English, Numerical Reasoning, and Critical Thinking1 st interview2 nd interviewPersonality and Logical AssessmentFinal interviewBy applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121 .Vision insurance

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at heritageholdings? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect