ppHeritage 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. /p pWe 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. /p pWe believe in alignment. We invest alongside our clients with real skin in the game, applying the same rigorous standards used for the founding families. /p pWe believe in technology. Our advanced digital platform centralizes, tracks, and benchmarks investments across providers and asset classes, enabling better outcomes at scale. /p pOur leadership comes from firms such as Apax, Hg, Hellman Friedman, Carlyle, Advent, Summit Partners, Goldman Sachs, JP Morgan, McKinsey, Revolut, and N26. /p h3bYour Role /b /h3 pAs 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. /p pYour responsibilities will include: /p ul liSourcing new opportunities and building relationships with entrepreneurs, fund managers, and ecosystem partners /li liSupporting market, financial,



and commercial due diligence /li liBuilding financial models and contributing to investment memoranda /li liConducting thematic market research and developing investment theses /li liAssisting with portfolio monitoring and follow-up analysis /li liSupporting internal initiatives such as fund strategy, LP reporting /li liCollaborating with cross-functional teams across the firm /li /ul pThis is a high-ownership role with substantial exposure to both internal leadership and external stakeholders. /p h3bAbout You /b /h3 ul liUp to 2 years of experience in fund-of-funds investing, investment banking, private equity, venture capital, consulting, or a high-growth startup /li liStrong academic background in finance, economics, engineering, business, or another analytical field /li liSolid analytical and financial modelling skills /li liExcellent written and verbal communication skillsProactive, entrepreneurial mindset with strong ownership /li liProficiency in Excel and PowerPoint; familiarity with Preqin, PitchBook, or similar tools is a plus /li liPassion for investing and private markets /li /ul h3bWhat We Offer /b /h3 ul liWork alongside top-tier professionals from institutions such as Apax, Hg, Hellman Friedman, Carlyle and leading global family offices /li liDirect exposure to fund managers, entrepreneurs, investors, and senior leadership /li liAn ambitious, collaborative, and high-performance culture /li liReal responsibility from day one in a fast-moving environment /li liQuarterly team offsites /li liClear growth paths and expanding responsibility as you develop /li /ul pAt Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. /p pWe 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. /p /p #J-18808-Ljbffr

📌 Investment analyst (Milano)
🏢 Heritage Holdings
📍 Milano