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Investment manager

Milano
Heritage Holdings
Pubblicato il 14 gennaio
Descrizione

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, venture capital, and institutional investment platforms, 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 managers, strategies, and asset classes, enabling better outcomes at scale. /p h3bYour Role /b /h3 pAs an bInvestment Manager /b, you will play a key role across the full investment lifecycle, with a focus on sourcing, evaluating, and monitoring private market fund investments and select co‑investments across Buyout, Secondaries, Growth Equity, Venture Capital, and Private Credit. /p pYou will take ownership of manager coverage and due diligence processes, work closely with senior investment professionals and the Investment Committee, and contribute to the continuous enhancement of Heritage’s investment frameworks and platform. /p pYour responsibilities will include: /p ul liSourcing and building a proprietary pipeline of high‑quality private market fund managers across strategies and geographies /li liEstablishing and maintaining long‑term relationships with global GPs and ecosystem participants /li liLeading and executing end‑to‑end due diligence on fund investments and co‑investments /li liPreparing and presenting investment memoranda to the Investment Committee /li liAnalysing fund performance, track records, team dynamics, and alignment of interests /li liActively monitoring an existing portfolio of private market investments /li liContributing to portfolio reporting, reviews, and internal dashboards /li liParticipating in client‑facing activities, including portfolio updates, investment pitches, and ongoing discussions with families and stakeholders /li liRepresenting Heritage at relevant networking events, conferences, and industry forums /li liProposing and implementing improvements to investment processes, scorecards, KPIs, and analytical frameworks /li liCollaborating with cross‑functional teams across investments, platform, legal, and operations /li /ul pThis is a high‑ownership role with significant exposure to senior leadership, external fund managers, and clients. /p h3bAbout You /b /h3 ul li3–5 years of experience in private markets investing (Private Equity, Venture Capital, Growth Equity, Secondaries, or Private Credit), ideally within a fund of funds, asset manager, family office, or institutional allocator /li liHands‑on experience conducting manager due diligence and evaluating fund investments /li liStrong analytical and financial modelling skills /li liProven experience drafting and presenting investment memoranda /li liStrong understanding of key investment metrics (e.g. IRR, MOIC, benchmarking) /li liExperience in client‑facing activities such as portfolio updates, investment pitches, or investor meetings /li liComfortable representing the firm in professional settings, including networking events and conferences /li liExcellent written and verbal communication skills in English /li liProactive, structured, and detail‑oriented with a strong sense of ownership /li liProficiency in Excel and PowerPoint; familiarity with tools such as Preqin, PitchBook, or Power BI is a plus /li libNice to have (not required): /b ul liExperience with direct secondaries (LP‑or GP‑led) and/or hedge funds /li liPrior exposure to working with entrepreneurial families or family offices /li /ul /li /ul h3bWhat We Offer /b /h3 ul liWork alongside top‑tier professionals from leading private equity firms and global family offices /li liDirect exposure to high‑quality global fund managers and private market opportunities /li liA high‑performance, collaborative, and entrepreneurial culture /li liReal responsibility and ownership from day one /li liOpportunity to help shape investment processes within a growing, tech‑enabled platform /li liQuarterly team offsites /li liClear growth paths and increasing responsibility as the platform scales /li /ul pAt 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. /p pIf you’re interested in building your career at Heritage Holdings, please submit your application through our careers portal. /p /p #J-18808-Ljbffr

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