Investing Operations Internship

Heritage Holdings; Turbigo; On-site; EUR 11,160 - 16,740; Full time

Benefits offered by this job

Work with industry leaders

Exposure to external stakeholders

Fun offsite team meetings each quarter

Job summary

A modern investment firm is seeking an intern to support investor relations and reporting. Responsibilities include preparing investor materials and improving internal processes. Candidates should have strong analytical skills and excellent communication abilities. This position is ideal for proactive individuals ready to engage with international stakeholders and start in March 2026 for a 6-month period. The internship provides valuable exposure to both external and internal stakeholders. A strong academic background is essential.

Qualifications

• Must be able to interact with A-class international stakeholders.
• Confident in a fast-growing and flexible environment.
• Able to start from March 2026 for a 6-month internship.

Responsibilities

• Assist in preparing investor materials and supporting requests.
• Work with the Investor Relations team on monitoring sales metrics.
• Collaborate to enhance internal processes focusing on automation.
• Help create comprehensive fund reports highlighting performance.
• Prepare detailed reports for investors and stakeholders.

Skills

Proactive learning

Analytical mindset

Excellent verbal and written communication

Attention to detail

Empathy

Education

Strong academic record

Job description

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.

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 March 2026 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

• 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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