Reporting Internship

As a Reporting Intern, you will support the investment reporting team in preparing and maintaining client reports and performance analyses. Your responsibilities include: Assisting in the preparation of quarterly and monthly client reports, including performance summaries, portfolio snapshots, and market commentary. Supporting the team in data collection, validation, and reconciliation from various sources to ensure accuracy and completeness. Helping to maintain and update internal databases and reporting systems.

Qualifications and requirements: Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field. Strong analytical and quantitative skills with attention to detail.

Heritage is building a Modern Investment Office that supports prominent families globally in achieving capital enhancement and preservation goals through institutional-grade investment sourcing and personalized portfolio construction.