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Fund Finance Internship

Heritage Holdings · Milan

AccountingImported listinginternship22 days ago

About The Role

<h2> </h2>
<h2><strong>Who we are </strong></h2>
<p><strong>Heritage is building the Modern Investment Office</strong>, supporting some of the most prominent families globally to achieve their capital enhancement and preservation goals.</p>
<p><strong>Our vision</strong> is to <strong>help clients build enduring wealth across generations</strong> by combining institutional-grade investment sourcing with personalized portfolio construction, cutting-edge technology, and deep sector expertise. <strong>We aim to make sophisticated private market opportunities and modern wealth solutions more transparent, connected, and actionable.</strong></p>
<p><strong>Our team comprises</strong> of a diverse <strong>international group</strong> of individuals from leading organisations and with <strong>diverse backgrounds</strong>, including private equity, venture capital, banking, software development, law, and entrepreneurship. We are committed to attracting <strong>top-notch talent</strong> and providing opportunities for growth and development based on their individual strengths and interests.</p>
<h2><strong><span data-contrast="auto">Your role</span><span data-ccp-props="{}"> as Fund Finance Intern</span></strong></h2>
<p><span data-contrast="auto">In our Finance Team, you will be part of a dynamic group where every contribution is deeply valued. We expect you to be involved in key projects, take responsibility, and drive results. During your internship, you will gain hands-on expertise in the following areas: </span><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">
<p><strong><span data-contrast="auto">Investor Reporting:</span></strong><span data-contrast="auto"> Preparation of investment reports for investors.</span><span data-ccp-props="{}"> </span></p>
</li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">
<p><strong><span data-contrast="auto">Fund Accounting:</span></strong><span data-contrast="auto"> Maintenance of investment fund accounting.</span><span data-ccp-props="{}"> </span></p>
</li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">
<p><strong><span data-contrast="auto">Cash Flow & Liquidity Management:</span></strong><span data-contrast="auto"> Management of liquidity and cash flows of the fund.</span><span data-ccp-props="{}"> </span></p>
</li>
<li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">
<p><strong><span data-contrast="auto">Fund Finance Tech Projects:</span></strong><span data-contrast="auto"> Tech optimization projects for fund finance processes.</span><span data-ccp-props="{}"> </span></p>
</li>
</ul>
<h2><strong><span data-contrast="auto">Who we are looking for</span></strong><span data-ccp-props="{}"> </span></h2>
<p><span data-contrast="auto">To excel in this role, a proactive approach is needed, along with a fast-learning, highly analytical mindset and confidence to work in an extensively growing environment. The ideal candidate has an eye for detail and excels at time management. </span><span data-ccp-props="{}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Pursuing a master's degree in Accounting or a closely related field. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Prior experience or exposure to audit is a plus.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Prior experience in ERP systems preferred.</span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Excellent written and verbal communication skills in English to seamlessly interact with A-class international stakeholders and teammates. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Proficiency in Microsoft Excel. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Passion for our mission: Growing more than capital, Together. </span><span data-ccp-props="{}"> </span></li>
</ul>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1"><span data-contrast="auto">Availability to start an Internship in October/November 2026.</span><span data-ccp-props="{}"> </span></li>
</ul>
<p><span data-ccp-props="{}"> </span></p>
<h2><strong><span data-contrast="auto">What we offer</span></strong><span data-ccp-props="{}"> </span></h2>
<p><span data-contrast="auto">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. </span><span data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335551550":1,"335551620":1,"335559685":0,"335559737":0,"335559738":0,"335559739":160,"335559740":278}"> </span></p>
<ul>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Work with some of the best people in the industry. We are an industry-leading team, with Professionals from top organizations.</span><span data-ccp-props="{}"> </span></li>
<li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Unmatched exposure to both external stakeholders (entrepreneurs, investors, etc.) and internal ones. </span><span data-ccp-props="{}"> </span></li>
</ul>
<p> </p>
<p><strong><span data-contrast="auto">Our Hiring Process</span></strong><span data-ccp-props="{}"> </span></p>
<ol>
<li data-leveltext="%1." data-font="" data-listid="4" data-list-defn-props="{"335552541":0,"335559685":720,"335559991":360,"469769242":[65533,0],"469777803":"left","469777804":"%1.","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Initial CV Screening</span><span data-ccp-props="{}"> </span></li>
</ol>
<ol>
<li data-leveltext="%1." data-font="" data-listid="4" data-list-defn-props="{"335552541":0,"335559685":720,"335559991":360,"469769242":[65533,0],"469777803":"left","469777804":"%1.","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">1st interview</span><span data-ccp-props="{}"> </span></li>
</ol>
<ol>
<li data-leveltext="%1." data-font="" data-listid="4" data-list-defn-props="{"335552541":0,"335559685":720,"335559991":360,"469769242":[65533,0],"469777803":"left","469777804":"%1.","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Personality and Logical Assessment</span><span data-ccp-props="{}"> </span></li>
</ol>
<ol>
<li data-leveltext="%1." data-font="" data-listid="4" data-list-defn-props="{"335552541":0,"335559685":720,"335559991":360,"469769242":[65533,0],"469777803":"left","469777804":"%1.","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">2nd interview and Case Study</span><span data-ccp-props="{}"> </span></li>
</ol>
<ol>
<li data-leveltext="%1." data-font="" data-listid="4" data-list-defn-props="{"335552541":0,"335559685":720,"335559991":360,"469769242":[65533,0],"469777803":"left","469777804":"%1.","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Final interview</span><span data-ccp-props="{}"> </span></li>
</ol><div class="content-conclusion"><p style="line-height: 1.5; text-align: justify;"></p>
<p>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.</p>
<p>By applying to this job offer, you confirm that you have read and understood Heritage's privacy policy: <a href="http://bit.ly/privacypolicy121" target="_new">http://bit.ly/privacypolicy121</a>.</p>
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