At Heritage, we are spearheading a next-generation approach to the alternative investment space by putting technology at the core of our business.
Traditionally, this space has been slow to adopt technological advancements, but we are changing that narrative.
Our mission is to reshape the alternative investment market by combining the best of traditional investment sourcing and evaluation strategies with cutting-edge proprietary technology and data-driven methodologies.
Our commitment to innovation allows us to create digital products that make the alternative investment market more accessible, efficient, and connected.
By leveraging these tech solutions, we connect elite families and entrepreneurs globally with carefully vetted, top-performing private market opportunities.
Our technology-driven approach not only enhances deal flow but also streamlines the investment process, providing unparalleled transparency and operational efficiency.
We believe in the principles of "skin in the game" by co-investing with our partners, reinforcing our dedication to long-term value creation.
Our diverse and international team reflects our commitment to excellence.
With backgrounds spanning alternative investments, venture capital, banking, law, and entrepreneurship, our team brings a wealth of expertise and a shared passion for technological advancement.
Together, we are building the future of the alternative investment space, driven by innovation and powered by technology.
Your role in Heritage At Heritage Holdings, we're looking for a Strategy & Growth Associate to help shape the future of our business.
This role is ideal for someone who enjoys variety and thrives in a dynamic environment.
You'll report directly to our Chief Strategy Officer and lead workstreams alongside the founders to drive key initiatives, explore new opportunities, and support the expansion of our markets and operations.
We're proud to foster an inclusive and diverse workplace where different perspectives and creative ideas come together.
What You'll Do Dive into market research, analyze competitors, and identify areas where we can thrive.
Create business models and go-to-market strategies to turn ideas into actionable plans.
Support the due diligence of our investment opportunities.
Develop reports and insights to guide our decision-making on strategy and growth.
Keep track of projects, ensure progress, and help different teams work together smoothly.
Collaborate directly with the Chief Strategy Officer and founders to execute high-priority initiatives.
Lead specific workstreams and play a hands-on role in refining and implementing ideas across markets.
What We're Looking For We'd love to hear from you if you have: 2–4 years' experience in strategy consulting, business growth, or a similar role.
Background working with start-ups, scale-ups, fintech, or incubators (a plus).
Some knowledge of alternative assets such as Private Equity or Hedge Funds (bonus points!).
The ability to take a project from idea to execution and see it through.
A talent for making sense of complex or ambiguous problems and turning them into clear, actionable solutions.
Strong analytical and problem-solving skills, plus an eye for detail.
A proactive mindset and the ability to juggle multiple tasks effectively.
What We Value At Heritage Holdings, we know our strength lies in our people.
Beyond technical skills, we're looking for someone who: Is ambitious, eager to learn, and committed to doing great work.
Pays attention to detail and takes pride in accuracy.
Enjoys working in a team and bringing others along for the ride.
What We Offer Connection : Work and engage with leading figures in the industry both internally and externally.
Growth : Build your career on your own terms—whether you want to lead teams or focus on your craft, we are scaling so the growth path can take you many places.
Salary: We are targeting the best of the best in every industry, so we are of course offering a competitive compensation.
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.
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