Portfolio Management

Who we are 

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.

Your role as Portfolio Management Intern

You will join the Portfolio Management team, within the newly formed Investment Lab division.

The team's mission is to support Heritage's growth by contributing to portfolio construction, investment advice and organic growth initiatives. You will work directly with client portfolios daily, supporting the analysis of prospects’ portfolios across asset classes, the identification of optimisazion opportunities and the shaping of recommendations that drive how our clients invest.

You will be expected to learn fast and bring genuine rigor to everything you work on.

• Portfolio Analysis: supporting the review and analyse existing and prospective client portfolios across multiple asset classes and custodians, the assessment of the allocation structure, identifying inefficiencies (cost drag, concentration, gaps), and the building of a clear picture of where each portfolio stands relative to the client's objectives.
• Portfolio Optimisation: assist in developing improved allocation proposals, researching specific financial instruments (funds, ETFs, private market vehicles, structured products), and modelling the impact of potential changes.
• Client Materials: support the preparation of clear, well-structured presentation decks that translate complex analysis into actionable recommendations, working alongside senior stakeholders on high-priority client work.

Who we are looking for 

A student or recent graduate with a strong foundation in finance or economics and a genuine interest in investment management.

• Solid understanding of financial markets and core asset classes: you understand the key concepts behind public equities, fixed income, alternative investments
• Comfort working with numbers: you feel comfortable in reading data, building models, and drawing analysis-based conclusions
• Strong communication skills: you can translate complex analysis into clear, structured and logic output
• Well-developed organizational skills: you can manage your own deadlines, run your own workstreams and be managed by outcome rather than micro-managed
• Extraordinary attention to detail: you bring a high personal bar for the quality of your work, ensuring that nothing falls through the cracks
• Genuine curiosity: you are eager to spend time with expert professionals, deepening your understanding on wealth management and private markets
• English fluency is required
• Availability to start an Internship in November 2026. 

What we offer 

A paid internship that spans six enriching months in the heart of Milan will shape you into a well-rounded professional. The start date will be October/November 2026. You will join an international team from 10+ nationalities whom you will interact with daily and at quarterly team building events.  

• Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations. 
• Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones.  

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.