Deal Execution Associate

Heritage Holding; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Heritage Holding in Boston is seeking a Full-Time Associate to join our team for a Fall 2026 start. You will participate in live deal execution, perform market research and due diligence, and help build financial models and investment materials.

The role requires strong analytical skills, attention to detail, and the ability to manage multiple diligence workstreams. You will coordinate with advisors, lenders, and company management throughout transaction processes and contribute to pre-close

Qualifications

• 3.5 GPA or higher.
• Demonstrated interest in investing, private equity, M&A, and business ownership.
• Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred.
• Strong Excel / financial modeling and PowerPoint skills.

Responsibilities

• Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities.
• Building financial models, returns analyses, operating forecasts, and transaction scenarios.
• Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials.
• Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence.
• Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes.
• Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables.
• Supporting negotiation, financing, closing, and post-close handoff processes.
• Assisting with industry research, market mapping, and evaluation of sourced opportunities.

Skills

Analytical skills

Financial modeling

Problem-solving

Communication skills

Multi-tasking

Entrepreneurial mindset

Education

GPA 3.5+

Interest in PE/M&A

Investment banking/PE experience

Tools

Excel

PowerPoint

Job description

Role Overview

Heritage Holding is looking to hire one Full-Time Associate to work out of the firm’s Boston office with a Fall 2026 start date. We are looking for a highly driven individual who is a quick learner, shares our passion for acquiring and running businesses, and is ready to take on meaningful responsibility across live deal execution.

Roles & Responsibilities

• Evaluating investment opportunities through market research, business diligence, financial analysis, and assessment of key risks and value creation opportunities
• Building financial models, returns analyses, operating forecasts, and transaction scenarios
• Preparing investment materials, including deal memos, IOIs, LOIs, and investment committee materials
• Managing diligence workstreams across financial, legal, tax, commercial, insurance, and operational diligence
• Coordinating with third-party advisors, lenders, legal counsel, accountants, management teams, and business owners throughout transaction processes
• Managing data rooms, diligence request lists, Q&A processes, and pre-close deliverables
• Supporting negotiation, financing, closing, and post-close handoff processes
• Assisting with industry research, market mapping, and evaluation of sourced opportunities

Desired Characteristics & Skills

• Highly driven, intellectually curious, and detail-oriented
• Strong analytical and financial modeling skills
• Demonstrated problem-solving ability and sound business judgment
• Strong written and verbal communication skills
• Ability to manage multiple workstreams in fast-paced transaction processes
• Entrepreneurial mindset and willingness to take ownership

Desired Qualifications

• 3.5 GPA or higher
• Demonstrated interest in investing, private equity, M&A, and business ownership
• Prior experience in investment banking, private equity, transaction advisory, consulting, corporate development, search funds, or a similarly analytical role preferred
• Strong Excel / financial modeling and PowerPoint skills