Investment analyst

Heritage Holdings; Lombardia; On-site; EUR 42,000 - 64,000; Full time

Benefits offered by this job

Quarterly team offsites

Clear growth paths and expanding 책임

Job summary

Heritage Holdings is seeking an Investment Analyst to support the full investment lifecycle across Buyout, Growth and Venture Capital. You will source opportunities, perform due diligence, build financial models, and contribute to investment memoranda while collaborating with senior leadership.

The role offers exposure to top-tier professionals and requires up to 2 years of related experience, plus a strong quantitative background and proficiency in Excel/PowerPoint.

Qualifications

• Strong academic background in finance, economics, engineering, business, or another analytical field.
• Solid analytical and financial modelling skills.
• Excellent written and verbal communication skills.

Responsibilities

• Sourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners.
• Supporting market, financial, and commercial due diligence.
• Building financial models and contributing to investment memoranda.
• Conducting thematic market research and developing investment theses.
• Assisting with portfolio monitoring and follow-up analysis.
• Supporting internal initiatives such as fund strategy and LP reporting.

Skills

Financial modeling

Analytical skills

Written and verbal communication

Proactive ownership

Excel and PowerPoint

Education

Finance/Economics/Engineering/Business degree

Tools

Preqin

PitchBook

Job description

Who we are

Heritage is a modern global investment office built by a collective of respected families and entrepreneurs with over a century of business-building experience. We provide privileged access to top-performing alternative assets, superior portfolio construction, and a technology-enabled open architecture platform connecting clients to some of the world’s most exclusive opportunities.

We believe in mastery. Our investment team brings direct experience from leading private equity and venture capital institutions, supported by a proprietary assessment methodology and one of the industry’s most comprehensive data sets.

We believe in alignment. We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families.

We believe in technology. Our advanced digital platform centralizes, tracks, and benchmarks investments across providers and asset classes, enabling better outcomes at scale.

Our leadership comes from firms such as Apax, Hg, Hellman & Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26.

Your Role

As an Investment Analyst, you will support the full investment lifecycle and work closely with the investment team to source, evaluate, and execute opportunities across Buyout, Growth, and Venture Capital.

Your responsibilities will include:

• Sourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners
• Supporting market, financial, and commercial due diligence
• Building financial models and contributing to investment memoranda
• Conducting thematic market research and developing investment theses
• Assisting with portfolio monitoring and follow-up analysis
• Supporting internal initiatives such as fund strategy, LP reporting
• Collaborating with cross-functional teams across the firm

This is a high-ownership role with substantial exposure to both internal leadership and external stakeholders.

About You

• Up to 2 years of experience in fund-of-funds investing, investment banking, private equity, venture capital, consulting, or a high-growth startup
• Strong academic background in finance, economics, engineering, business, or another analytical field
• Solid analytical and financial modelling skills
• Excellent written and verbal communication skills
• Proactive, entrepreneurial mindset with strong ownership
• Proficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus
• Passion for investing and private markets

What We Offer

• Work alongside top-tier professionals from institutions such as Apax, Hg, Hellman & Friedman, Carlyle and leading global family offices
• Direct exposure to fund managers, entrepreneurs, investors, and senior leadership
• An ambitious, collaborative, and high-performance culture
• Real responsibility from day one in a fast-moving environment
• Quarterly team offsites
• Clear growth paths and expanding responsibility as you develop

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.