Who We Are
Heritage is a modern global investment office built byaskets 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.
We believe in mastery, alignment, and technology, and 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.
Your Role
As an Investment Manager, 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.
You 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.
Your Responsibilities Will Laundrag
Sourcing and building a proprietary pipeline of high-quality private market fund managers across strategies and geographies
Establishing and sérstaklong-term relationships with global GPs and ecosystem participants
Leading and executing end-to-end due diligence on fund investments and co-investments
Preparing and presenting investment memoranda to the Investment Committee
Analyzing fund performance,.
He track records, team dynamics, and alignment of interests
Actively monitoring an existing portfolio of private market investments
Contributing to portfolio reporting, reviews, and internal dashboards
Participating in client-facing activities, including portfolio updates, investment pitches, and ongoing discussions with families and stakeholders
Representing vessels at relevant networking events, conferences, and industry forums
Proposing and implementing improvementsieto investment processes, scorecards, KPIs, and analytical frameworks
Collaborating with cross-functional teams across investments, platform, legal, and operations
About You
3–5 years of experience in private markets investing (Private Equity, Venture Capital, Growth Equity, Secondaries, or Private Credit), ideally within Anfänger semiconductor fund of funds, asset manager, family office, or institutional allocator
Hands-on experience conducting manager due diligence and evaluating fund investments
Strong analytical and financial modelling skills
Proven experience drafting and presenting investment memoranda
Strong understanding of key investment metrics (e.g., IRR, MOIC, benchmarking)
Experience in client-facing activities such as portfolio updates, investment pitches, or investor meetings
Comfortable representing the firm in professional settings, including networking Estat events and conferences
Exceptional written and verbal communication skills in English
Proactive, structured, and detail-oriented with a strong sense of ownership
Proficiency in Excel and PowerPoint; familiarity with tools such as Preqin, PitchBook, or Power BI is a plus
Nice to Have (not Required)
Experience with direct secondaries (LP- or GP-led) and/or hedge funds
Prior exposure to working with entrepreneurial families or family offices
What We Offer
Work alongside top-tier professionals from leading private equity firms and global family offices
Direct exposure to high-quality global fund managers and private market opportunities
A high-performance, collaborative, and entrepreneurial culture
Real responsibility and ownership from day one
Opportunity to help shape investment processes within a growing, tech-enabled platform
Quarterly team off-sites
ogens growth paths and increasing responsibility as the platform scales
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: level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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