Heritage is building the Modern Investment Office, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.
Our vision is to help clients build enduring wealth across generations by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.
Our team comprises of a diverse international group of individuals from leading organisations and with diverse backgrounds, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting top-notch talent and providing opportunities for growth and development based on their individual strengths and interests.
We are looking for a Reporting Intern to join our team. The Reporting Intern supports wealth-reporting activities by manually loading transactions and valuations, ensuring data accuracy and reconciliation. The role collaborates with the Tech Team during data-integration phases with Addepar and contributes to building basic formulas and attributes.
Core responsibilities include:
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We 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.
By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: http://bit.ly/privacypolicy121.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Heritage Holdings is a company that focuses on acquiring and managing businesses.