Skip to main content
Back to jobs

Investing Operations Internship

External
heritageholdings logoHeritageholdings · Milan, Italy
Full-timeOn-site3w ago
Process Improvement
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 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.

Requirements

  • 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

Benefits

Work with some of the best people in the industryUnmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal onesMeet the team at fun offsites every quarterProcessThe 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.By 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