Who we are
Scopra di più sulle mansioni generali e sulle competenze richieste per questa opportunità leggendo di seguito.
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
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.
Your role
We are looking for a Business Analyst intern to join our team. This role will play a key part in supporting the Milan office.
Core responsibilities include:
Client and Portfolio Reporting
Prepare and deliver weekly, monthly, and quarterly consolidated reports for client portfolios, including performance, allocation, and risk analysis
Collect, validate, and consolidate data from multiple sources (custodians, fund administrators, life insurance platforms, internal systems)
Contribute to the development, improvement and enhancement of automated reporting tools, automation initiatives and dashboards in collaboration with the Tech team
Contribute to the collection and preparation of data for monthly and quarterly consolidated family reports
Portfolio Operations and Reconciliation
Support portfolio risk and performance reporting processes
Investigate and resolve reconciliation breaks with custodian banks and administrators
Coordination and Support
Support the team in portfolio monitoring and ad-hoc data analysis.
Liaise with different stakeholders to ensure timely and accurate information exchange (custodian banks, life insurance companies, and fund administrators, etc.)
Assist with subscription and redemption requests, ensuring proper documentation and communication with all relevant parties.
Maintain and update client profiles, including KYC, AML, and suitability documentation in accordance with regulatory requirements.
Who we are looking for
Outstanding academic background with a master's degree in Finance, Economics, Engineering, or a related discipline
Previous experience in a fintech/technology-based environment or multi-family office, private bank, asset manager, or fund administrator is a plus
Experience with portfolio management or fund accounting systems is a plus
Tech-savvy, with a strong interest in exploring new technologies
Knowledge of financial instruments and investment operations acquired through academic studies
Tools specific to wealth management reporting are considered a plus
Familiarity with data automation tools (VBA, Power BI, or Python) is considered a plus
Strong Excel skills
Highly motivated and proactive, with a hands‐on attitude
Excellent organizational and analytical skills, with strong attention to detail
Effective communicator with a collaborative and multicultural mindset
Ability to manage multiple priorities and deadlines in a dynamic environment
Fluent in English and Italian
Available for a 6‐month internship starting in June 2026
What we offer
A paid internship in the heart of Milan lasting six enriching months, will help shape you into a well‐rounded professional. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team-building events.
Join us for an experience that combines professional growth with a positive work environment. Your journey begins here!
Hiring Process
CV Screening
English and Critical Thinking Assessment
Cultural Fit Interview
Technical Interview
Logic & Attitude Assessment
Final Interview with the Department Manager
Offer
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. xrdztoy 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.