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.

Le informazioni riportate di seguito illustrano i requisiti del ruolo, l'esperienza richiesta ai candidati e le qualifiche associate.
We believe in mastery. Our investment team brings direct experience from leading institutional hedge fund platforms, asset managers, and allocators, supported by rigorous research frameworks and disciplined portfolio construction.
We believe in alignment. We invest alongside our clients with real skin in the game, applying the same standards and governance used for the founding families.
We believe in technology. Our advanced digital platform centralizes, analyzes, and benchmarks portfolios across managers, strategies, and asset classes,



enabling better decision-making and risk management at scale.
Your RoleAs a Hedge Fund Research, you will lead manager research, selection, and ongoing oversight across offshore and UCITS hedge fund strategies, supporting institutional-quality hedge fund allocations for UHNW clients.
The role is research‑and‑governance‑led, not discretionary portfolio management, and includes meaningful interaction with clients and advisors. You will work closely with senior investment professionals and the Investment Committee, while also helping advisors and clients understand portfolio positioning, manager roles, and risk characteristics.
Responsibilities
- Sourcing, evaluating, and selecting hedge fund managers across core strategies
- Owning the hedge fund due diligence and conviction framework (buy, watch, avoid)
- Leading ongoing manager monitoring and recommending adds, trims, or exits
- Advising on fund terms, fees, liquidity, and

📌 Hedge Fund Research Analyst (Romano di Lombardia)
🏢 Heritage Holdings
📍 Romano di Lombardia