Investment Internship

As an Investment Intern, you will support the investment team in sourcing, evaluating, and monitoring alternative investment opportunities. Your responsibilities include: Conducting market research and analysis to identify emerging trends and potential investment targets across private equity, venture capital, real estate, and other alternative asset classes. Assisting in the due diligence process by reviewing financial statements, business models, and competitive landscapes of prospective investments.

Qualifications and requirements: Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business, or a related field. Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques. Excellent written and verbal communication skills.

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.